Presenter: Richard A. Dougherty, CHS. Richard is a Financial Advisor who specializes in Retirement and Estate Planning.
This workshop is designed to provide helpful tips for executors and to offer the opportunity for needed conversations between you and your executor to ensure your final wishes are carried out. A Financial Planner specializing in Retirement and Estate Planning, Richard’s practical wisdom and advice could save you and your executor needless headaches and potentially save your estate thousands of dollars.
Contact the church office by phone or email to make a reservation.