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Date/Time
Date(s) - 05/15/2024
5:30 pm - 6:30 pm

Location
Clemens Center

Categories


Clemens Center presents

I’m Dead. Now What? End-of-Life Planning Q&A Session

Wednesday, May 15, 2024
5:30pm – 6:30pm
Clemens Center Upper Lobby

This event is free, and we encourage our neighbors, friends, and loved ones to participate.
Secure your free ticket by registering. To facilitate the discussion, workshop participation is limited to the first 25 people to register.

To register, visit ClemensCenter.org or call the Clemens Center box office at 607-734-8191 or 800-724-0159.

What’s the difference between a will and a trust? Are there tax benefits for using my retirement assets to support charities that are important to me? How often do I need to update my documents? How do I protect my assets from nursing home costs?

End-of-life planning can feel overwhelming, but it doesn’t have to be! Join us for a FREE informal session where local financial and estate planning experts answer your questions and shed light on everything from how and where to get started all the way up to the more complex scenarios you or your family may face down the road.

Attendees will also receive a free copy of the “I’m Dead. Now What?” comprehensive life planner (one per household), courtesy of our series sponsor Ray Jewelers, which will help you gather vital details about your contacts, legal matters, health decisions, financial affairs, final wishes, instructions, and more.

Leading the discussion:
Roth Elder Law, PLLC
Michael J. Hamula, M.S.E., Paralegal CFS Group, Inc.
Sabrina Chilson, CFP®

Special Gratitude to our Series Sponsor:
Ray Jewelers

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