The Afterlife Lunch

How do you prepare financially for death? Join two experts for a lunchtime class exploring financial and estate planning.

About this Event
Because talking about death is so taboo, there is a lot of misinformation when it comes to "what happens to a person's things and money when they die?"

In this special presentation "The Afterlife Lunch," two experts will uncover the nuances and little known facts about financial planning and estate planning.



Financial Planning
What are the different tax implications for different investments and retirement accounts? Saving on estate tax, and, what about beneficiary designations? When you have a lot of different financial accounts what do you need to be aware of right now?

Betty Hedrick, CFP®, CDFA®, has been managing investments for over 30 years. She started her career in finance in the commodity and futures markets in 1984 and transitioned to her own firm in 1986.

Learn more about The Hedrick Co. at hedrickco.com



Estate Planning
It’s a topic people tend to put off or ignore, but one of the most important things you can do for you family is making sure you have a Will and plan in place for life’s eventuality. Learn about what happens when you don’t plan, what to consider when creating your Will, guardian nomination for minor children, the importance of incapacity planning, and benefits of trust planning. Have peace of mind knowing that your family is taken care of, and that there is no question about what your wishes are.



Jenny Ling focuses her practice on estate planning, real estate and business needs of her clients. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans to ensure the well-being of their families and the accomplishment of cherished goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.