Building a Lasting Future: Why Estate Planning Matters for You

Join Medic One Foundation for the "Build Your Future Over Breakfast: The Estate Planning Pyramid" on Saturday, September 28 (register by September 25)

As you navigate the complexities of aging, planning for the future becomes increasingly important. Ensuring your wishes are clearly defined, and your loved ones are provided for is paramount. To support our community in this venture, Medic One Foundation is offering a FREE seminar, available both in person and virtually: Build Your Future Over Breakfast: The Estate Planning Pyramid. 

This complimentary, interactive presentation is designed to guide you through the basics of estate and planned giving, including who might want to consider charitable giving, when to consider charitable giving, and what kinds of gifts are best in certain situations.

This event addresses the unique needs and concerns of older adults looking to take control of their financial future. Whether you are new to estate planning or looking to refine your existing plans, this presentation will offer the tools and knowledge necessary to make informed decisions for your future.

Build Your Future Over Breakfast: The Estate Planning Pyramid is not just another seminar– it’s an engaging and interactive presentation. Attendees will have the opportunity to learn from Bill Zook, Principal of Evergreen Planned Giving, LLC, a professional with over three decades of experience in estate planning and charitable giving. Bill's extensive background includes practicing estate planning law and working as a consultant for hundreds of clients across the U.S. Guests are encouraged to ask questions and actively participate in the event. Whether your questions relate to your personal experience, or you wish to educate yourself on the basics of estate planning, this seminar is designed to assist you.

Bill Zook, Principal of Evergreen Planned Giving 

 

In addition to the valuable information shared, Medic One Foundation is pleased to provide a complimentary breakfast fair to those attending in person! We believe everyone should have access to the resources necessary to plan for their future without worrying about the cost. 

Taking just one hour of your day could be the first step towards securing your legacy.

Join us for Build Your Future Over Breakfast: The Estate Planning Pyramid on Saturday, September 28, 2024, from 10:00 to 11:00 a.m. at the Mercer Island Community and Events Center. The seminar will be available both virtually and in person. This is your opportunity to learn from an expert, ask questions, and take meaningful steps toward creating a legacy that provides for the individuals, organizations, and causes you care about. Spaces are limited, so be sure to register by September 25 at https://www.mediconefoundation.org/seminar/