Oct. 28th, 6:30-8:30 PM: Estate Plan Tune-up Seminar.
Free, information only, estate planning seminar. Presenters are: David Avison and Michael Myers. Wine & cheese served. RSVP to Carla at 503-635-6338
ESTATE PLAN ANNUAL TUNE-UP
Oct. 28, 6:30 - 8:30 PM
A free estate planning seminar
(wine & cheese will be served)
Call Carla Rathbun at 503-635-6338 to RSVP
ABOUT THE SEMINAR
Laws change, our medical concerns change, our relationships change. Each year, we need to review our estate plans. A great time to do that is before the end of the year.
Lakewood encourages you to attend this free estate planning seminar that will guide you through many decisions as you plan or update what you leave behind - - what will be your legacy? Please note: this is an information only seminar. No financial products or services will be sold or recommended.
ABOUT THE PRESENTERS
David Avison, attorney, specializes in estate planning.
Michael Myers specializes in comprehensive financial planning, retirement income planning, estate preservation, and asset allocation analysis.
CLICK HERE to download a flyer about the event.
WHAT IS THE SPOTLIGHT SOCIETY
The Spotlight Society is made up those special friends of Lakewood who have included Lakewood in their estate plans.
WHY JOIN THE SPOTLIGHT SOCIETY?
To help assure that Lakewood continues to inspire and nurture a love of theatre and the arts in our community, we encourage everyone who attends our shows, the Festival of the Arts, and the various classes to remember Lakewood in your estate plans. Simply include Lakewood in your will (or by codicil to your will), or trust; or name Lakewood as a beneficiary of your IRA, 401-K, SEP, annuity or life insurance policy.* Alert us to this designation and we’ll add your name to the Lakewood Spotlight Society.
Please note: Donors are encouraged to consult with their attorney or tax advisor to evaluate how charitable giving can affect their personal situation and offer tax advantages. For your records, please note: The legal name of the Lakewood corporation is Lakewood Theatre Company and our Tax ID number is 93-0700108.