The Harrison County Community Foundation (HCCF) and its Trace Society are again offering an estate planning seminar designed especially for women because the initial seminar last year was so popular. Estate Planning Issues for Women by Women Round 2 will recap some basic planning information and then dive deeper in the topic.
The workshop will be offered in two parts, with the first one taking place on Tuesday, Aug. 14 from 4 to 6:30 p.m. and the second one occurring the following Tuesday, Aug. 21. from 4 to 6:30 p.m. Both days of the seminar will be held at the foundation office at 1523 Foundation Way NE in Corydon.
No matter their age, women often face different issues than men when it comes to planning for the future. Four women who are experts in their fields will be presenting information every woman needs to know when starting to make estate plans.
At the first session on Aug. 14, Pam Bennett Martin, of Bennett & Bennett Insurance, will present insurance information and Leslie E. Vidra, with Ulrich & Vidra Attorneys, will talk about legal issues. Retired CPA Phyllis Krush, formerly of Monroe Shine & Co., will cover banking and accounting topics, and Crystal Kehrer, financial advisor with Edward Jones, will discuss finance and investment points at the second session on Aug. 21.
While participants are encouraged to attend both sessions, registration is open for either or both.
The HCCF Trace Society recognizes those who plan to leave a gift through their will, trust, insurance or other estate arrangements to benefit their favorite cause via HCCF. The invitation to the estate planning workshop is open to Trace Society members and those who may be interested in becoming members.
For more information about the Trace Society or the workshop, contact Kim Harmon, Director of Development, at 812-738-6668 or firstname.lastname@example.org. The reservation deadline is Tuesday, August 7.