Building Your Legacy: FREE Life Planning Workshop
Join a professional panel of presenters for a quarterly interactive planning workshop focused on estate, legacy, and life planning.
Planning for aging, change, and life’s final chapters can feel heavy. Many people wait too long to talk about finances, legal wishes, housing, healthcare, and legacy.
This workshop series offers a practical, step-by-step way to start those conversations now. Whether you are planning for yourself, supporting aging parents, or thinking ahead for your family, you will learn how to make informed choices with confidence.
Participants are encouraged to attend all four sessions, as each builds upon the last. However, every session stands alone. You will gain helpful tools, resources, and next steps, even if you attend only one. Giveaways and special materials will be provided at each workshop, with a bonus item for those who complete the full series.
Session 4: Final Plans – December 3 (4:30 – 6:30 PM) Our final session will explore final wishes, legacy projects, the role of healthcare agents, preparing power of attorney and executor documents for their responsibilities, funeral considerations, and attendees will receive resources to document choices your loved ones can follow, bringing peace and purpose. Learn how to reduce emotional burden, avoid conflict, and leave a clear plan.
Please register with the event website link below.
