Planning Your Legacy Workshop and Lunch October 1, 1:00pm – 3:00pm Grace Presbyterian Church, 1009 15 Ave SW

Learn how to leave a lasting legacy in this workshop on planned giving. Four professional presentations will cover the legal aspects, insurance options, estate planning, and executor selection considerations of leaving a legacy gift. Information about the new Grace Legacy Fund will be shared.

Plan your legacy from five perspectives:

• The Theology of Giving: The Rev. Dr. Geoffrey Simmins, Interim Minister

• Legal: Kate Millar, Senior Associate at Dentons LLP

• Accounting: Zak Smith, Richardson Wealth Management

• Insurance: Jim Brownlee, retired insurance professional

• Estate Planning and Executor Selection: Jenna Carvalho, Guardian Estate

• Introduction to Grace Legacy Fund: Jim Campbell, Stewardship Committee