Special Invitation to “Leaving a Legacy”

No registration — Drop-in!

A PCC Foundation Invitation

Retiree Network & Senior Studies Institute

Present

Leaving a Legacy

Learn-n-Lunch

Wednesday, January 20 – 10 am to Noon

Neighborhood House, 7688 SW Capitol Highway – Inside Multnomah Arts Center   (Enter thru MAC Parking lot on backside — located on backside on SW 31st in Multnomah Village)

Take the scare out of legacy planning: Learn the five documents everyone needs to have in place to plan for your friends, family and community. Gene Christian, noted Northwest estate planning expert, will guide you through the basics and pitfalls to avoid when you write your first-ever will or trust or whether you are simply updating them.

“Have you had a change in residence, marital status or other key relationships?” This can have impact on your legacy plan. Also, many people forget to update the beneficiary on their life insurance &/or retirement account and it has unintended consequences. Learn what is generally covered under a will or a trust and what is not. This seminar gives you key take-away resources (Estate  Planning Guide, Estate Inventory Form and Final Wishes Booklet) along with access to CONFIDENTIAL & free estate planning help.

Please know that no life insurance or investment products of any kind will be promoted or sold. Gene’s job is simply to help all of us make decisions about where, and how, to leave the financial resources we have accumulated during our lifetimes as gifts to the people, and places, we care most about.   

No charge seminar: lunch is compliments of the PCC Foundation. You will be given a Lunch Gift certificate for Grand Central w/in walking distance.  For more information: (www.pcc.edu/resources/senior-studies) or call PCC Foundation 971-722-4421.

 

Advertisements
This entry was posted in Calendar, Event of the Month, Events. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s