Lunch & Learns for Everyone

We are Excited to Announce the September 2019 Lunch & Learn!

Join us on September 17th at Silver Linings for a FREE educational Lunch & Learn on what it takes to have a solid estate plan in place. Already have an estate plan in place? We will also discuss when you should update your documents and any concerns there may be. We will discuss the following items:

  • Basics of Estate Planning
  • Key Documents Everyone Needs such as Durable Power of Attorney, Health Care Power of Attorney, Living Will, HPAA Authorization, Last Will and Testament as well as Revocable and Irrevocable Trust
  • Key Life Events That Merit Updating Your Plan
  • Coordination of Beneficiary Designations on Accounts to Avoid Probate

Registration can be done through Eventbrite or by calling the NC Planning Office at (919) 900-4720 or emailing

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