Financial planner Joe Hearn and attorney Niel Nielsen explain the ins and outs of organizing important life documents such as wills, trusts, living wills, and durable power of attorney.
As a financial adviser, Joe Hearn help individuals and businesses with their investments, retirement planning, college planning, and insurance. He also enjoys writing on financial topics. Joe is the author of two books and writes at the blog, in a column for the Omaha World Herald, and for organizations like Dow Jones MarketWatch, AARP and the Financial Planning Association.
Dr. Niel B. Nielson, Ph.D., is currently president of the newly formed Maclellan Center for Global Christian Education. Until May 2014, he was Independent Director of Covenant Transportation Group Inc. Dr. Nielson has been President and CEO of Dew Learning, LLC, a global provider of digital and on-line educational products and services, since July 2012. Dr. Nielson was President of Covenant College from 2002 until July 2012. From 1997 until 2002, Dr. Nielson was the Associate Pastor of Outreach for College Church in Wheaton, Illinois. Dr. Nielson was a partner and trader for Ritchie Capital Markets Group, LLC from 1996 to 1997. Prior to 1996, Dr. Nielson served as an executive officer in various companies, including serving for two years as Senior Vice President of Chicago Research and Trading Group, Ltd., a company at which he was employed for nine years. Dr. Nielson holds investment company directorships, including 13 directorships of closed-end funds associated with the First Trust group of funds, 73 directorships of exchange-traded funds associated with the First Trust group of funds, four directorships of open-end funds associated with the First Trust group of funds, and one directorship of the First Defined Portfolio Fund, LLC. Such directorships include serving as a member of the audit, compensation, nominating and governance, and valuation committees of such funds. During the past five years, Dr. Nielson also has served as a director of the Maclellan Foundation, Inc., the Maclellan Center for Global Christian Education, the Covenant College Foundation, the Chalmers Center for Economic Development, Allied Arts of Chattanooga, and the Chattanooga Symphony and Opera. Dr. Nielson holds a master's degree and Ph.D. in philosophy.