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Not Dead Yet! Guiding My Legacy image

Not Dead Yet!

Guiding My Legacy

Wednesday
July 10, 2024
5:30pm – 6:30pm
Clemens Center Upper Lobby

Please arrive by 5:15pm.

To facilitate the discussion, workshop participation is limited to the first 30 people to register.
This event is free, and we encourage our neighbors, friends, and loved ones to participate.

Secure your free ticket by registering.

Questions?

Please contact:
Craig Bond
CraigB@clemenscenter.org

Visitor Information>
Clemens Center and John G. Ullman & Associates present
Not Dead Yet! Guiding My Legacy image

Join John G. Ullman & Associates and the Clemens Center For The Second Presentation of the “Not Dead Yet!” Series

John G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the second presentation of the series will be held on Wednesday, July 10th at 5:30 p.m. with a seminar on “Guiding My Legacy” 

The session will be led by JGUA Senior Vice President, Pete Winnett, CFP® and Associate Advisor Leyah Dauber. The pairing will cover topics that could be at top of mind in your estate and legacy planning process…

  • How can I leave a legacy? How you can start planning now!
  • Considerations for estate planning, ensuring your wishes are followed
  • Charitable giving considerations, how to give back, what are your options?
  • What is succession planning and more!

Early registration is encouraged, as each registrant will receive a course booklet that is packed with information on estate planning, legacy planning, charitable giving, key terms and more.

Dates/times/programs are 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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