A free two-part online workshop designed to help you plan with confidence and peace of mind.
Many people know they should have an estate plan, but aren't sure where to start. This two-part workshop offers practical, easy-to-understand guidance on wills, trusts, probate, charitable giving, and other tools that can help you care for your loved ones and plan for the future. There will be plenty of time for questions and discussion.
SESSION 2 - STRENGTHENING YOUR PLAN AUGUST 19, 2026, 2PM–4PM (ONLINE)
In this session you will learn about: Trusts and asset protection, Reducing estate administration expenses, Donor-advised funds, Charitable gift annuities, Charitable remainder trusts, Legacy giving options
