Planning Well: A Conversation about Faith, Family and Legacy
Planning Well: A Conversation about Faith, Family and Legacy
March 1 @ 11:30 am – 1:30 pm
PLANNING WELL: A CONVERSATION ABOUT FAITH, FAMILY AND LEGACY
Planning well is a gift to the people you love – and to the community you care about. Join us for a free lunch-and-learn on March 1st to gain understanding about wills/trusts, beneficiary designations, and legacy gifts in clear, non-technical language from trusted Bethlehem members.
At this gathering, experts will help us navigate some of the documents that are important for people to have in place regarding health care decisions and financial management of assets if there is an emergency or at death. There will be nothing sold at the event and you will not be asked to make any commitments. It is an informational, educational event.
This seminar is helpful if you:
Feel unsure where to start
Haven’t reviewed your will or beneficiaries recently or ever
Wonder how charitable gifts fit into an estate plan
Want to make things simpler for your family
Are curious how legacy gifts support the Bethlehem Foundation’s mission
