Your Jewish Legacy
An Informational Program and Brunch
Demonstrate your Jewish Values by Planning for the Future
This program will teach simple ways to get your financial, legal, and spiritual affairs in order to demonstrate your values.
Members of our Life & Legacy committee will share a variety of ways to structure a gift that fulfills your family’s legacy goals.
***Please bring an object (or picture of the object) that has meaning for you and your ancestors.
Rabbi Baum will teach us about Ethical Wills over a nice homemade brunch.
Event is open to everyone. There will be an opportunity to formalize your Life & Legacy gifts.
Agenda
10:00 am Ice Breaker/Introductions
10:45 am Bill Miller, Certified Financial Planner® practitioner and Amy Dow, Estate Planning Attorney
11:10 Rabbi Baum teaches about Ethical Wills over brunch