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DTSTART;TZID=America/Los_Angeles:20261119T113000
DTEND;TZID=America/Los_Angeles:20261119T130000
DTSTAMP:20261019T220842Z
CREATED:20261019T172254Z
LAST-MODIFIED:20261019T220842Z
UID:291436-1795087800-1795093200@www.partnersbend.org
SUMMARY:Protecting Your Legacy: Estate Planning\, Wealth Management & Charitable Giving
DESCRIPTION:Presenters: Trent Oki and Mike Powell\, Edward Jones Financial\nJessica Cherry\, Esq.\, Horner Law\, LLP \n \nPlanning for the future is one of the greatest gifts you can give your family and the causes you care about. Join Trent Oki and Mike Powell\, Financial Advisors with Edward Jones\, and Jessica Cherry\, Esq.\, of Horner Law\, LLP\, for an educational presentation on estate planning\, wealth management\, and charitable giving. Learn why planning early matters\, explore strategies to protect your assets and wishes\, and discover how tools such as donor-advised funds and qualified charitable distributions can help you create a lasting legacy for your family and the causes you care about. \n\nWhat would happen to my family and finances if something unexpected happened tomorrow?\nWhen was the last time I reviewed my estate plan\, or have I created one at all?\nHow can I leave a meaningful legacy for both my loved ones and my community?\n\n 
URL:https://www.partnersbend.org/event/protecting-your-legacy-estate-planning-wealth-management-charitable-giving/
LOCATION:Partners In Care\, 2611 NE Courtney Drive\, Bend\, 97701\, United States
CATEGORIES:Community Education
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