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"I'm Dead. Now What?" - Estate Planning Virtual Workshop

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A free, three-session virtual workshop to help guide you during your estate planning. Hosted by SLO Symphony via Zoom.

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SLO Symphony invites you and your loved ones to join us for a free three-session workshop on estate planning.

January 16: Using a Fiduciary

January 23: Leaving a Legacy

January 30: Arrangement Options

Learn how to protect your beneficiaries and children, mitigate excess taxation and probate, minimize confusion and conflict, and rest easy knowing your legacy will live on for many lifetimes. There is no better time to plan for the future and give your family the gift of clarity.

Held via Zoom on three consecutive Saturdays (January 16, 23, and 30 from 10am - 12pm PST), this workshop is open to anyone interested in learning or revisiting the topic of estate planning.

RSVP by January 15. This workshop will be recorded and available via You Tube after the final session. Contact Anna James Miller at anna@slosymphony.org with questions.

Presenters:

Robert Gordon, Retired CalPoly Faculty and Owner of Gordon Floral Design

Anna James Miller, Executive Director of SLO Symphony

Leland and Sandra Smith, Owners of Wheeler Smith Mortuary and Cemetery (wheelersmithmortuary.com)

Debra Trout, Founder of Trout & Associates, Licensed Professional Fiduciary (troutandassociates.com)

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