Tuesday, November 17 at noon – online via Zoom

We all know the importance of having a will to protect our family. But what about the assets that won’t pass through your will – like brokerage and retirement accounts, IRAs and life insurance policies? Maybe sorting through these options seems complicated, or you are not sure where to begin.

Join us for a virtual Lunch & Learn with Sheryl Aikman, SAHC Trustee and charitable planning expert. She will help us ask – and answer – the three most important questions about getting started with estate planning, then share five easy ways to include a charitable gift in your legacy.

This presentation will be beneficial to those who are curious about estate planning and those who want to know more about including charity in your plans.