Secure Your Legacy: Essential Legal and Financial Estate Planning
Event Details
Keeping It Together: Plan, Plan, Plan!
Details, papers, and decisions – how do you sort it all out? How do you start conversations on tough topics like finances, end of life planning or even who gets grandma’s pie plate? There is a way to get organized and “Keep It Together.” Over the course of four events on Wednesdays in March and April, you can get important information to help you sort it all out. These classes are for anyone who is concerned about planning – older adults who want to prepare and plan for their future needs- or those who are caring family members organizing a loved one’s paperwork. Presenters will include: Officer Brennon Warren on making a firearm life plan, Wendy Kanar, JD, on the legal aspects of estate planning, Tyler Little from Wilson-Miller Funeral Home discussing considerations for advance funeral planning, and culminating with Kelly Perry for a National Healthcare Decisions Day workshop on completing your Advance Medical Directive. See below for workshop details.
Secure Your Legacy: Essential Legal and Financial Estate Planning
Wed, April 9 • 2-4 pm • Trailside
Planning for your family’s future is one of the most important decisions you can make. In this comprehensive session, learn how to create an estate plan that minimizes taxes, reduces administrative costs, and adapts to recent legal changes. Attorney Wendy D. Kanar from Poznak Dyer Kanar Garchow Schefsky PLC will provide expert guidance on making smart choices to protect your loved ones and achieve your financial goals. This class will address key legal and financial considerations and offer the opportunity to ask questions. Don’t wait—start securing your legacy today! Space is limited, so be sure to reserve your spot by calling 633-3700. *Questions specific to assisting a loved one? Wendy will also lead a class for care partners on April 29.
Save the Date:
- National Healthcare Decisions Day: Your Health, Your Wishes!
Wed, April 16 • 2-3:30 pm • Trailside
Join MyMichigan Health for a free Advance Care Planning Workshop to ensure your medical wishes are known in case of an emergency.
Reserve your spot by calling 989-633-3700 or register online below.
Click the Register button below. This button will take you to the Self-Service Portal landing page where you’ll have the opportunity to Create an Account. If you have previously attended a Learn the Portal Session and already have an account set up, you can use the URL link in your Welcome email to access the Self-Service Portal directly. Thank you for your patience as we navigate our new online registration system.
