Life Planning and Leaving a Legacy

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Join the Lasting Legacy team at Aldersgate United Methodist Church for an informative series of free lectures held at 7:00 pm on the first Tuesday of each month from January to May 2025. Our engaging sessions will cover essential topics such as estate planning, downsizing, investing, and legacy funding, making them ideal for individuals of all ages. Whether you’re just starting your financial journey, planning for your family’s future, or exploring estate planning options, there’s something for everyone. Each lecture will conclude with a dedicated Q&A session, allowing participants to seek personalized advice. Can’t make it in person? No problem—each lecture will also be live-streamed for your convenience. Don’t miss this opportunity to enhance your financial literacy and secure your legacy!

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Attorneys Lorrie Benson and Andrew Louden will discuss how to gather the details of your life (including your digital footprint) so your family/estate executors can take care of your affairs.
Jeannine Bryant, owner of SRS Changing Spaces, will help us determine if we’re living in a space that’s right for us along with how to let go of ‘stuff’.
Kristine Roberts and Sharon Schmidt from the Nebraska United Methodist Foundation will let us know what NUMF does and how we might be able to help our own church or other Nebraska UMCs.
D.A. Lienemann, Jr (‘Chip’), a retired CPA, will offer insights on RMDs, QCDs, donor advised funds, and more, and what the tax implications are of each.
Professor Julie Masters will enlighten us on what a death plan is and why it is important to have one. Only Professor Masters can make a death plan lecture interesting and humorous!