Building Your Legacy - Workshop Series

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Registration form: This free quarterly workshop series offers practical guidance for planning ahead with clarity and peace of mind. Each session focuses on a different stage of planning and can be attended on its own, though the series is designed to build over time. You’ll hear from a multidisciplinary panel and leave with tools you can use right away.

First Name *

Last Name *

Email *

Phone Number *

What topics are you most interested in or concerned about right now? *

Downsizing a home (sorting, organizing, or letting go of household belongings)

Preparing a home for aging in place

Transitioning from a family home to a new living space

Affording retirement or senior living communities

Estate planning (wills, trusts, legal documents)

Protecting finances and assets

Planning for long-term care costs

Understanding care preferences during serious illness

Planning for end-of-life care

Other:

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