Lunch & Learn Webinar: Having the Conversation
At Zoom
Whether you want your children to inherit responsibly, or you don’t know if your parents even have an estate plan, having “the conversation” about our end-of-life plans is critical. Conversations about financial matters and mortality can be uncomfortable, but good communication is essential to avoiding rushed, painful decisions and intra-family conflict. Pick up smart tips to get the conversation started by taking advantage of local experts.
Attorney, educator, and Mullen & Henzell L.L.P. Partner Lori Lewis and Licensed Professional Fiduciary Tamara Skov from Quinn Fiduciary Services will share their advice during a free Zoom webinar presented by the Museum’s Planned Giving Advisory Council. They'll put you on the path to discussing your intentions and providing your loved ones with clarity.
For more information contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
