Legacy Planning

Join Mark Sumner for a more holistic approach to estate planning. Legacy planning is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. A legacy planning workshop will be held at South Iredell Senior Center on Fri., Oct. 25 at 11 a.m. A light lunch will be included. To attend, please RSVP with $1 to South Iredell Senior Center by Fri., Oct. 18. No registration by phone. The information is for educational purposes and is part of a six seminar sessions that has been offered on managing your finances, sponsored by Sumner Wealth Management, Inc. You may attend any of the sessions that are of interest to you. Watch for announcements on the programs yet to come!