Saturday, October 6
A unique and thought-provoking legacy planning workshop offering you tools and techniques for the effective transfer of personal possessions to the next generations.
There are powerful messages in “who gets what” in terms of inheriting personal possessions. The things that may appear to have little financial worth may have great sentimental or emotional value.
Today’s family models vary greatly; remarriage and blended families are common, lifelong relationships that may include non-family members such as caregivers, colleagues, or the children of close friends can be complex and confusing.
Please join us for a valuable interactive seminar about sharing your values and leaving your legacy for future generations through the distribution of family possessions and philanthropic gifts.
Topics will include:
- Discussing sensitive issues and managing conflicts
- Distributions options (and consequences)
- The meaningful transfer of personal items because of the stories they tell
Presenter: Carla A. Long, Director of Planned Giving, Cottage Health System
Legacy Planning Seminar
Oct. 6, 9:00 a.m. – 12:30 p.m.
Attendees will receive a complimentary workbook
(See map >> )
Santa Barbara Cottage Hospital
Pueblo at Bath Street
See map >>
Free to the public but seating is limited. Pre-register to reserve your space, or for further information, please contact:
Denise Stevens at 805-879-8982 or email@example.com
Parking available in Pueblo Street
Parking Structure. See map >>
Courtesy Validation Available.
This legacy planning workshop is brought to you courtesy of Cottage Health System’s
Office of Planned Giving