Food for Thought: Estate Planning

Join us for a high-powered conversation with experienced estate attorney Josh Garris! People push off talking about estate planning because they want to avoid thoughts of death. But legacy planning is so much more than documents and estates. It is a people-focused, holistic approach to controlling the mark we leave on the world. At this one-hour seminar you will learn:

• What can happen if a legacy plan is not made
• Preparing for incapacity
• How and when to step in to help older parents
• The old way of estate planning vs. the new way
• Why now is the best time to start the process of legacy planning
• Organizing records and preparing for optimal transfer of wealth
• How to ensure your wishes are followed

Snacks and refreshments will be provided! Our Food for Thought educational events are completely open to the public, so feel free to bring a guest who you feel may benefit from the topics we'll go over!

Info: Grab a nametag, pick a good seat, help yourself to snacks and beverages, and mingle while you wait for our presentation to begin!

Info: Chris will begin the presentation with some opening remarks about the importance of estate planning when it comes to your financial plan, then will leave the floor to Josh to go into detail. This presentation will largely be an open forum, so have your questions ready!

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