Put Your House in Order

FREE Estate Planning Workshop

Attend either a Tuesday or Saturday workshop to learn how to apply your family values to your giving footprint, plus valuable estate planning information from industry experts.


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