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Learning the Basics of Estate Planning
The Regional Parks Foundation invites you a free estate planning workshop. This workshop is presented by the Planned Giving Committee of the Regional Parks Foundation:

  • Robert Jacques, CFP®, Chair
  • Carla Bryant, CPA
  • Jonathan DeYoe, CPWA
  • Carol Hoffman, JD
  • Paul Hunt, J.D.
  • Paul Ohainle, J.D.
  • Zachary R. Rayo, J.D., LL.M 
  • Gary L. Rozier
  • Arnie Sarkar

Topics include: Wills, Revocable Trusts, Powers of Attorney, Health Care Directives, Irrevocable Trusts, Life Insurance/Retirement Plans, Charitable Trusts and Estate Trusts.

Parking is free and admission fees will be waived for all attendees. The following estate planning workshop is scheduled on Thursday from 4-6 p.m. Light refreshments will be provided.

  • September 22, 2011 - Martin Luther King, Jr. Regional Shoreline

Check-in will begin at 3:45 p.m. so that the program can start promptly at 4:00 p.m.  Because of limited seating, please let us know if you intend to bring a guest.  

After the workshop attendees will have an opportunity to meet with a professional for a free 30-minute consultation at a later date to address specific individual questions.  Attendance is limited, so act now to reserve your space.

To attend this event, please fill out the registration form below.  Please click HERE to download a flyer with map and directions.

Event Selection
The Regional Parks Foundation invites you to a free estate planning workshop. Light refreshments and beverages will be provided. After the workshop, attendees will have an opportunity to meet with a professional for a 30-minute free consultation at a later date.

Note: Martin Luther King, Jr. Regional Shoreline is ADA accessible.
Thursday, September 22, 2011 at 4:00 PM