Planned Giving Legacy & Longevity Educational Session

Sponsored by St. Anthony Summit Health Foundation

The Legacy & Longevity Educational Session is a free, full-day, in-person program designed to help participants reflect on what matters most, today and for years to come. Through expert-led discussions, guided reflection, and real-life perspectives, this session explores how intentional planning can support a life well lived.

Schedule of Events:

8:00am - 9:00am   Breakfast        
9:00am - 9:30am   Welcome - Setting intentions: Your life, your well-being, your legacy
9:30am - 10:15am   Reflect on life stories, values, and purpose
10:15am - 11:00am  Aging with Intention. Visualize your next chapter: life, health, and giving goals
11:00am - 11:15am   Break        
11:15am - 12:00pm  Aging well through physical,mental, and emotional health
12:00pm - 1:00pm  Lunch         
1:00pm - 1:45pm    Wills, trusts, and where to begin
1:45pm - 2:30pm   Charitable bequests and values-based giving
2:30pm - 2:45pm  Break
2:45pm - 3:30pm  Time affluence, slowing down, planning for what matters most 
3:30pm - 4:00pm  Legacy Lab Time. Quiet workbook reflection & optional consults with advisors
4:00pm - 4:30pm  Closing remarks by Candy Elkind

 

---

 

 

---