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Virtual Estate Planning Seminar

Join us for an exclusive afternoon of best practices, advice and benefits of estate planning from legal and financial planning specialists, Chaylene Gallagher and Mark Claffey. Our expert guests will share how a gift in your will can help you achieve your legacy plans while maximizing your tax benefits before the seminar is opened for a question and answer period.

You will also hear from the University Hospital Foundation’s Chief Development Officer, Sean Price, on the importance of estate giving and the life-saving impact giving a charitable gift in your will can have for generations to come.

Presented by

Virtual Estate Planning Seminar - October 25, 2023 - Formstack

Virtual Estate Planning Seminar October 25, 2023 - RSVP Form

Name*

First Name

Last Name

Email*

Phone*

We are interested in learning the age demographics of our audience. Please share your birth year.

In order to better understand our audience, we are interested in learning more about the current status of your will.

I already have a will and there is no need to update it I have a will and the University Hospital Foundation is included I do not have a will and would like more information on how to get started I have a will and would like information on how to update it I prefer not to share

This Virtual Estate Planning Seminar will feature

Chaylene L. Gallagher

Mark Claffey

Sean Price

Partner

Bryan & Company LLP.

Investment Advisor

Edward Jones

Chief Development Officer

University Hospital Foundation

Register today for this opportunity to learn how you can start estate planning and leave a lasting legacy to health and healthcare through your will. We look forward to seeing you at our Virtual Estate Planning Seminar.