Put Your House in Order – Estate Planning Workshop

Put Your House in Order

FREE Estate Planning Workshop

This 2017 workshop was held on Saturday, April 22 and Tuesday, April 25.  Participants attended either the Tuesday or Saturday workshop and learned how to apply their family values to their giving footprint, plus they received valuable estate planning information from industry experts in a 2 hour panel discussion.



Saturday, April 22

10:00 - 11:30 AMDeveloping a plan to reflect your desires and values
11:45 AMLunch
12:30 - 2:00 PMFinancial planning concepts, records, POAs, directives, wills/trusts

Tuesday, April 25

10:00 - 11:30 AMDeveloping a plan to reflect your desires and values
11:45 AMLunch
12:30 - 2:00 PMFinancial planning concepts, records, POAs, directives, wills/trusts