Legacy Planning Workshop

Legacy planning means something different to each person. It should not be left for “someday” where it could end up creating tension and heartbreak. Richard O’Hearn, a local financial advisor, will present on how a financial advisor can help attendees prepare for and stay organized throughout retirement and succession planning. Traci McDowall, a local attorney, will present on the difference between trusts and wills, different types of powers of attorney, and probate. Brian Norris, managing partner of a Lincoln County funeral home, will present about burial and cremation options available, pre-arrangement plans, and what a travel protection plan is. Through this workshop, attendees will learn tips for creating a plan that will fit their unique needs.