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Thursday, February 4, 6:30-8:00 pm
Ceres Community Project
7351 Bodega Ave.
Sebastopol
Light refreshments will be served.
Register online now by clicking here.
Find out how easy it is to leave a legacy gift. Whatever your age, and whatever your resources, it is possible to become a legacy giver. We'll discuss the five necessary documents you need to ensure that the assets of your estate will go where you want them to go, while at the same time minimizing tax liability. Find out how to ensure that your medical and financial wishes are followed, and that those you care about avoid added stress in a time of grief.
This workshop will clarify different ways to make sure your assets have an impact that goes beyond your lifetime. Everyone will walk away with materials that will help them take steps on their own or with a professional to ensure their estate is in order and can include charitable giving.
Plan to make a difference!
Workshop led by Susan Olson, financial advisor at Abacus Wealth Partners. Hosted by Ceres Board Member and legacy donor, Deborah Vogan and Ceres staff.
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