I’m Dead. Now What? End-of-Life Planning Q&A Session
Schedule
Wed May 15 2024 at 05:30 pm to 06:30 pm
Location
Clemens Center | Elmira, NY
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Clemens Center presentsI’m Dead. Now What?
End-of-Life Planning Q&A Session
Wednesday, May 15, 2024
5:30pm – 6:30pm
Clemens Center Upper Lobby
Generously Sponsored by: Ray Jewelers
This event is free, and we encourage our neighbors, friends, and loved ones to participate.
Secure your free ticket by registering at ClemensCenter.org.
To facilitate the discussion, workshop participation is limited to the first 25 people to register.
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- 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.
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Leading the discussion:
Roth Elder Law, PLLC
Michael J. Hamula, M.S.E., Paralegal
CFS Group, Inc.
Sabrina Chilson, CFP®
For questions or more information, please contact:
Craig Bond at [email protected] or Janice Slocum at [email protected].
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Where is it happening?
Clemens Center, 207 Clemens Center Pkwy, Elmira, NY 14901-3031, United States,Elmira, New YorkEvent Location & Nearby Stays:
