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.
Expert speakers include estate attorneys Brett Piersma and Christine Roberts from Mullen & Henzell LLP; financial planner Judy Pirkowitsch, CRPC®, CDFA®; professional fiduciary Tamara Skov from Quinn Fiduciary Services; tax expert Tiffany Goodall, MBA, CPA; and former institutional trust officer, financial advisor, 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. The workshop lasts until 4:00, but interested attendees are welcome to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.
