Legacy Planning Workshop (Ages 18+) In-Person
Legacy Planning Workshop (Ages 18+) – Tuesday, June 10 & 17 (5-6 pm)
Join Jereme Roodhouse from North Idaho Legacy Planning in the Gozzer Room for a workshop on legacy and estate planning. Discover the difference between the government's plan for when you die and the one you can create. Learn what documents you need to properly protect, manage, and avoid being a burden to your loved ones. Learn how to properly assign and align your beneficiary statements on everything from life insurance to assets and titled property... remember tax follows title! Discover what gaps you may have in your current plan and how to avoid them. Assess how you would like your legacy to be protected from things like catastrophic health events and more.
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- Date:
- Tuesday, June 17, 2025
- Time:
- 5:00 PM - 6:00 PM
- Time Zone:
- Pacific Time - US & Canada (change)
- Location:
- Gozzer Conference Room (Room 132)
- Audience:
- Adults Seniors
- Categories:
- Subject > Civil/Social Subject > Finance Type > Education/Lecture