Seminar: Estate Planning Basics

Thursday, October 22, 2026

Join us for a complimentary seminar on Estate Planning Basics, hosted by DGPLF, featuring guest speakers from Yellow Cardinal and First Financial Bank.

Have You Created an Estate Plan?
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended, including giving to a charity or foundation you care about. An estate plan is a critical part of your overall financial plan.

In this complimentary, in-person seminar on Estate Planning Basics, you’ll learn:

  • Why you need an estate plan
  • Strategies to plan for healthcare directives
  • About wills, trusts, and life insurance
  • How to designate charitable giving as part of your estate plan

You’ll also receive a free workbook created for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Register now for this complimentary seminar