Planning Your Legacy Workshop and Lunch
Planning Your Legacy Workshop and Lunch
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:
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The Theology of Giving: The Rev. Dr. Geoffrey Simmins, Interim Minister
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Legal: Kate Millar, Senior Associate at Dentons LLP
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Accounting: Zak Smith, Richardson Wealth Management
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Insurance: Jim Brownlee, retired insurance professional
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Estate Planning and Executor Selection: Jenna Carvalho, Guardian Estate
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Introduction to Grace Legacy Fund: Jim Campbell, Stewardship Committee
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