It's Time to Flex Your Fiscal Muscles!
Do you have a "contingency notebook"?
How do you create a special needs trust?
Are you having complications with retirement planning?
What is involved in making a will?
During the presentations, our local estate planning attorneys will answer questions regarding special needs trusts, creating a "contingency notebook", retirement planning, wills and trusts, and creative year end giving & selecting a personal representative. They will also outline steps on how to create or update your will or trust and other information to consider.
Call into one of our presentations to get questions answered about any of the topics seen above or below!
FREE AND OPEN TO THE PUBLIC - Register for the classes below
*Fiscal Fitness Webinars are for informational purposes only and not intended to replace legal advice.
Webinar Schedule
Topics - Register Below
September – Contingency Notebook
Do you have a "contingency notebook"? Perhaps you do, but you call it by another name. Maybe it's your "emergency file" or your "crisis notebook." Or, it may be you've yet to get going on something like this.
A contingency notebook contains all the information a loved one or personal representative needs to know should you become seriously incapacitated or even die. When tragedy strikes, it's no time to go through drawers, filing cabinets, and shoeboxes looking for pertinent information. Those who bear responsibility for your affairs need the relevant material immediately.
Your up-to-date contingency notebook can make all the difference. To learn more about creating your contingency notebook and making your voice heard when you are not able to make your wishes known, please join us.
Session Dates:
Tuesday 12th 10am: https://us02web.zoom.us/webinar/register/WN_6a3MK0EeSneCG6cQwqhKqw
Wednesday 13th 12pm: https://us02web.zoom.us/webinar/register/WN_v0KPPWdXQj6E3uqHfw1w1w
Thursday 14th 7pm: https://us02web.zoom.us/webinar/register/WN_n5sljM8XSpK418K6wSpkRw
October – Wills & Trusts
Informational sessions are led by local estate planning attorneys throughout our Association. These sessions address how to protect and provide for loved ones, what is needed to update or create an estate plan, wills, trusts, estate taxes, probate, guardianship of young children, selection of personal representatives and more.
Session Dates:
Tuesday 10th 10am: https://us02web.zoom.us/webinar/register/WN_aOLIQX-2RcqCR439FGP3-Q
Wednesday 11th 12pm: https://us02web.zoom.us/webinar/register/WN_uYF0VdV5SR60EuwQ_107mg
Thursday 12th 7pm: https://us02web.zoom.us/webinar/register/WN_AtShedYdTi2Qxgrp03W3OQ
November – Retirement Planning
We often make caring for others a priority while neglecting our own needs. As we get older, it’s crucial to set a plan that will provide for ourselves and everyone who’s important to us.
Ideally we want to have enough money to last our entire lifetime and to provide for your family after we’re gone. This workshop will provide some thoughts to consider that will ensure income for life and that unexpected circumstances won’t deplete retirement savings.
Session Dates:
Tuesday 7th 10am: https://us02web.zoom.us/webinar/register/WN_aKqfdrF1RQe7cAzIrSNETQ
Wednesday 8th 12pm: https://us02web.zoom.us/webinar/register/WN_CxAzgtl_SdmL6LufxMhxfA
Thursday 9th 7pm: https://us02web.zoom.us/webinar/register/WN_md8U0PPISgu7ubkXas2RRQ
December – Creative Year End Giving & Selecting a Personal Representative
There are many issues that should be considered as an individual or family decides on the right gift. This presentation will also help guide through the process, in simple terms, and is designed to help a family make the right decision based on what a family would like happen, with what they have and where they are in their life. This presentation is designed to share what type of gift vehicles are in existence, a basic understanding of how they are structured, who is needed to complete the gift and how to know it qualifies as a “charitable gift”.
AND Choosing the right guardian for dependent children, successor trustee, executor, power of attorney, or health care representative is a vital part of the estate planning process. And it's no simple task—you need someone you can trust to fulfill your final wishes and who will be willing and able to take on the task of following your wishes.
Session Dates:
Tuesday 5th 10am: https://us02web.zoom.us/webinar/register/WN_6kVz7qOZRlagdUPg0AZTXg
Wednesday 6th 12pm: https://us02web.zoom.us/webinar/register/WN_aV9UxG2pQGOG6MIOc__2OA
Thursday 7th 7pm: https://us02web.zoom.us/webinar/register/WN_fe5mO_44QFWQ0rbYB6bNwA
