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I’m Dead. Now What?

End-of-Life Planning Q&A Session

Wednesday
February 22, 2023
1:00pm – 2:00pm
Clemens Center Upper Lobby

To facilitate the discussion, workshop participation is limited to the first 25 people to register.

This event is free, and we encourage our neighbors, friends, and loved ones to participate.

Questions?

Please contact:
Kate Fuller
KateF@clemenscenter.org
or
Janice Slocum
JaniceS@clemenscenter.org

Visitor Information>

Clemens Center presents

I’m Dead. Now What?

End-of-Life Planning Q&A Session
Planned Giving Event image

What’s the difference between a will and a trust? Are there tax benefits for using my retirement assets to support charities that are important to me? How often do I need to update my documents? How do I protect my assets from nursing home costs?

End-of-life planning can feel overwhelming, but it doesn’t have to be! Join us for a FREE informal session where local financial and estate planning experts answer your questions and shed light on everything from how and where to get started all the way up to the more complex scenarios you or your family may face down the road.

Attendees will also receive a free copy of the “I’m Dead. Now What?” comprehensive life planner (one per household), courtesy of our series sponsor Ray Jewelers, which will help you gather vital details about your contacts, legal matters, health decisions, financial affairs, final wishes, instructions, and more.

Leading the discussion:

Roth Elder Law, PLLC
Patrick J. Roth, Esq., CPA
Ronald J. Klokus, Esq., MBA
Michael J. Hamula, Paralegal

CFS Group, Inc.
Sabrina Chilson, CFP®

If you would like to support the Clemens Center by making a donation, please click on the ‘DONATE’ button below and select “General Donation” from the Donation Campaign drop down menu.

Special Gratitude to our Series Sponsor
Ray Jewelers

Dates/times/programs/protocols subject to change.

You can request a copy of our most recently filed financial report from the Charities Bureau Registry on the New York Attorney General’s website www.charitiesnys.com or by contacting us:

Chemung County Performing Arts dba Clemens Center, PO Box 1046, Elmira, NY 14902
New York State Attorney General, Department of Law, Charities Bureau, 28 Liberty Street, New York, NY 10005

Information on New York charitable organizations can be found on the New York Attorney General’s website www.charitiesnys.com or by contacting (212) 416-8401.

 

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