Estate Planning Essentials Workshop
At the Museum | Fleischmann Auditorium
Need to get your affairs in order, but not sure how to start? The Museum’s Planned Giving Advisory Council will present a free, two-hour public workshop on the essentials of estate and legacy planning.
Presentations by expert speakers will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
This is an in-person event. The workshop lasts until 4:00, but interested attendees are invited to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.
Reservations are appreciated; sign up here.
Questions? Please contact Andrea McFarling at 805-682-4711 ext. 179 or amcfarling@sbnature2.org. Visit our Legacy Giving page anytime for information on smart ways to make a lasting impact.
Presenters
- Tiffany Goodall, CPA
- Brett Piersma, Estate Attorney
- Judy Pirkowitsch, CRPC®, CDFA®
- Ben Pringle, CFP, CTFA
- Tamara Skov, CLPF
- Denise Stevens, Planned Giving Professional
