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:
  • 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

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