Whether you haven’t even started creating an estate plan or you haven’t yet implemented some of the changes you’ve been contemplating, COVID’s here-today-gone-tomorrow mortality message may have you feeling a bit anxious. Not to worry. Our call will walk you through an actionable plan and provide resources to get your wishes codified NOW. We promise not to make it all “Doom and Gloom,” but rather “To and Do.” We’ll also have Zoom-room breakout sessions so you can focus on the topic of interest to you—financial planning and investment withdrawal strategy, philanthropy, or a healthcare and aging plan.
Our team for the call will include many of Brio’s finest, including Brandon, Pam, Donna and Michael; as well as Alec Harrington, Estate Planning and Tax Attorney, and Russ Stanaland, CPA, both of Stanaland & Associates; and Roger Doughty, President of the Horizons Foundation.
Oh, and about that brunch. We’re not the Jetsons yet, so we can’t have your computer create a meal on demand. But we will send you an UberEats virtual card when you sign up so you can enjoy a lovely brunch while listening to the discussion.
Click to join the meeting: https://us02web.zoom.us/j/415