Major Life Events
Perhaps the two most dramatic events later in life are retirement and death. In our workshop, we’ll cover the different ways these impact you and your family as well as how to prepare for them. We’ll also address related concerns in the following areas:- Physical
- Mental/Psychological
- Family
- Financial
- Legal-Legacy/Spiritual
Some of the most common questions regarding these topics include:
- What do I need to know to be ready?
- What should be in my Durable Power of Attorney to provide the most flexibility when needed?
- Will my Executor understand what he or she is required to do?
- How can I preserve accumulated wealth from generation to generation?
- What can I do to be prepared for that day?