We invite you to attend our next Estate Planning Seminar
Organizing Your Legacy: A Financial Organization Seminar

May 12, 8 - 11 a.m., Lewis Ginter Botanical Gardens in the Educational Auditorium

To Register, click here or call (804)287-7309

Featured speakers:  Sara Bereika, CPO®, Certified Professional Organizer, CD Specialist and ADD Specialist, NAPO Richmond Chapter President Mindy Godding

 In the process of preparing your estate you have an opportunity to examine your legacy. What does your legacy say about you? Does it reflect your true values, dreams and wishes for those that you love? Does it create comfort and confidence for you and your family?

Sara Bereika and Mindy Godding have seen the stress families experience when managing their legacy. As (professional organizers) Professional Organizers they have a unique perspective. They help their clients prepare for changes in all stages of their lives. They provide support in making decisions, goal setting and managing clutter.

Sara and Mindy will share tips and techniques that will offer participants clarity and confidence as they prepare their legacy. Discussion will include:

1. Set specific goals to guide you through the estate planning process

2. Assemble a core support team

3. Successfully manage critical paper and information

4. Identify helpful resources

5. Learn strategies for purposeful giving

6. Develop a legacy you'll be proud of... starting today