Estate Planning Essentials Workshop
At the Museum | Farrand 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. Expert speakers include Felicia Luong Boyd, CPA, MSSE, CLPF, estate attorney Brett Piersma from Mullen & Henzell LLP, financial planner Judy Pirkowitsch, CRPC®, CDFA®, professional fiduciary Jackie Quinn from Quinn Fiduciary Services, and former institutional trust officer, financial advisor, and planned giving professional Denise Stevens. Presentations will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
Reservations are appreciated by contacting Andrea McFarling at 805-682-4711 ext. 179 or amcfarling@sbnature2.org. This is an in-person event.
