The Mount Olivet Development department invites you to attend one of our upcoming Estate Planning Workshops. These engaging and practical sessions are designed to help you take the next step—whether you’re just getting started or reviewing a current estate plan. Hosted by Peter Youngdahl, Director of Development, and Rev. Brian Mortenson, Head of Vision Partners.
Seating capacity is limited, so early registration is encouraged!
Featured Presenters:
Jason Watt, JD, CPA, and Mount Olivet Member. Jason will walk attendees through key components of estate planning such as: Wills and Trusts, Healthcare Directives and Financial Powers of Attorney, and Beneficiary Designations. He will also introduce strategic planning tools that can help you create a lifetime income stream, make a meaningful charitable gift, and realize significant tax advantages.
Joe Sullivan, ELCA Foundation Gift Planner
Kimberly Gray, Mount Olivet member, Vision Partner, and estate planning attorney, who will join us for a live Q&A.