Key Steps to Starting Your Estate Plan
Thursday, April 29, 2021
12:00pm – 1:00pm
Presentation Slides – Key Steps to Starting Your Estate Plan
Did you know that 55% of Americans (and 78% of Millennials!) do not have a will? Planning your estate is a lasting gift to your family and loved ones.
If you’ve been thinking about it and just don’t know how to get started, join us for a stress-free virtual presentation by experienced Estate Planning Attorney, Greg Frezados to help you get started with your estate plan. Greg will share easy steps and answer your questions to make sure your loved ones are taken care of and your legacy lives on. Program staff will also share stories on how bequests we have received have impacted their specific programs at Children’s Home & Aid.
Speakers:
- Greg Frezados, Estate Planning Attorney
- Mendy Smith, Regional Vice President, Central Region
- Mary Kozil, Gift Planning & Philanthropy Advisor
- Maureen Kelly, Moderator – Director of Individual Giving
Registration
Donor Town Hall registration is always complimentary. Once registered, you will receive a follow-up email communication with details to join the Zoom Webinar. We recommend you sign up for a free Zoom account prior to joining the webinar. Zoom is best accessed in the Google Chrome browser.
Questions
For additional information on our Donor Town Hall Lunch & Learns, please contact Maureen Kelly at mkelly@childrenshomeandaid.org.
Town Hall Archives
January 2021:
Serving Children and Families: An Update from our Bloomington – Normal Programs
December 2020:
Helping Children Thrive: An Update from our Early Childhood Education Programs
October 2020:
Caring for the Children: An Update from the Rice Center
July 2020:
Donor Town Hall, featuring Early Childhood Center staff
View town hall here.