LAKEPORT – Local estate planning attorney Mary Heare Amodio will present a short, no-cost, seminar about “Life Planning” on Wednesday, Aug. 26, from 11:45 a.m. to 1:30 p.m. at the Mendo-Lake Credit Union’s community room.
“Life Planning” looks at potential “life-events” that may affect an individual’s health and welfare that can only be address by advanced planning.
Such “life events” include sudden or prolonged illness, incapacity (whether short- or long-term), guardianship for minor children and a conservatorship of the individual. Life planning is an integral part of every estate plan.
In addition, the regional financial advisor of a major national financial institution will join Ms. Amodio to discuss the current “State of the Market and Economic Outlook.”
A period for questions and answers will be provided.
Contact Ms. Amodio at 707-263-5759 for additional information or to reserve a spot at the seminar. Light refreshments will be served.
Life planning seminar offered in Lakeport
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