Protecting Your Legacy: Estate Planning, Wealth Management & Charitable Giving

About this event

Presenters: Trent Oki and Mike Powell, Edward Jones Financial

Jessica Cherry, Esq., Horner Law, LLP

Planning for the future is one of the greatest gifts you can give your family and the causes you care about. Join Trent Oki and Mike Powell, Financial Advisors with Edward Jones, and Jessica Cherry, Esq., of Horner Law, LLP, for an educational presentation on estate planning, wealth management, and charitable giving. Learn why planning early matters, explore strategies to protect your assets and wishes, and discover how tools such as donor-advised funds and qualified charitable distributions can help you create a lasting legacy for your family and the causes you care about.

• What would happen to my family and finances if something unexpected happened tomorrow?

• When was the last time I reviewed my estate plan, or have I created one at all?

• How can I leave a meaningful legacy for both my loved ones and my community?

From Partners In Care