The Saint Agnes Foundation is very pleased to partner with Estate Planning attorney, Cheryl A. Jones, with Pessin Katz Law, P.A. (PK Law) and Amanda Wilhelm, Principal with SC&H Financial Advisors, to share tips and techniques for effective estate and retirement planning. Please join us for one of these complimentary educational sessions to help you and your family prepare for the future.
Estate Planning Seminars
Estate Planning Attorney Cheryl Jones will address:
- Wills
- Use of Trusts in Estate Planning
- Powers of Attorney
- Charitable Aspects of Estate Planning
- Health Directives
- Probate
Tuesday, April 4th | 12:00 – 1:00 p.m. (Saint Agnes Board Room)
Estate & Retirement Seminar
Estate Planning Attorney Cheryl Jones and Tax Professional Amanda Wilhelm will address Planning for Retirement–Financial and Legal Issues:
- Basic Estate Planning Documents
- Retirement Planning – The Basics
- Powers of Attorney
- Estimating Your Retirement Income Needs
- Health Directives
- Saving For Retirement
Thursday, June 1st | 5:30 – 7:00 p.m. (Saint Agnes Alagia Conference Room)
Seminars will take place at:
Saint Agnes Hospital | 900 Caton Avenue | Baltimore, Maryland 21229
Space for these exclusive invitation-only events is limited, so please RSVP to:
foundation@stagnes.org or 667.234.3155 (Please RSVP 5 business days before event)
Refreshments will be served.
