Estate Planning Workshop

Do you have a plan to protect your assets, support your loved ones, and document the wishes you want carried forward? Many families delay estate planning because they’re unsure where to start, which can create confusion and stress.

Dr. Brenda Oldham, financial literacy expert and Certified Fiduciary, will lead an educational estate planning workshop designed to help you gain clarity, confidence, and peace of mind.

In this session, you’ll learn:

• How to protect your assets and ensure they are distributed according to your wishes.
• The importance and benefits of wills and trusts—and how to know which may be right for you.
• Strategies to avoid probate, delays, and unnecessary expenses for your family.
• How to plan for the unexpected with incapacity planning and health care directives.
• Ways to ensure your loved ones can make decisions on your behalf if you are unable to do so.

This workshop is intended for adults, retirees, caregivers, and families who want to learn more about estate planning and prepare thoughtfully for the future. Participants will leave with a clearer understanding of the process and practical information to help guide next steps.

This workshop is for educational purposes only and does not constitute legal advice. Estate planning laws vary by state and individual circumstances. Participants should consult a qualified estate planning attorney for legal advice.