The Next Stage Seminar: Planning with Purpose

The Next Stage Seminar: Planning with Purpose

Coming Fall 2025



Join us at St. David’s for The Next Stage Seminar—a thoughtful and practical series designed to help you, and your loved ones prepare well for the future.

Whether you're navigating the complexities of estate planning, considering housing transitions, or simply wanting to get your parish and personal affairs in order, this seminar covers it all. Our lineup of local professionals and parish leaders will guide you through legal and financial essentials, funeral and memorial planning, and the spiritual and practical support available through St. David’s. Topics include wills and powers of attorney, charitable giving, housing transitions, advance directives, planned giving, obituary advice, and more. Come learn how to make decisions now that will bless your family and our parish for years to come.

All are welcome. Click one of the links below to register online or pick up a registration form at the on the display table in the mailbox hallway. Questions? Contact Chip Broadfoot.

Agenda

1. Legal Considerations

   • The Importance of a Will

   • Estate Planning Basics

   • Understanding Different Types of Estates

   • Power of Attorney & Executor Roles

   • Legal Resources & Contacts

   • Living Wills & Advance Directives

2. Financial & Estate Planning

   • Taxable Ramifications of Inheritances

   • Managing Financial Accounts & Beneficiaries

   • Charitable Giving & Legacy Planning

   • Planned Giving/Funding Future Ministry at St. David’s

3. Housing & Transition Planning

   • Be on the Offensive: Evaluating Housing Needs

   • The Role of a Senior Move Manager

   • The Relocation Process: It’s Different

   • Downsizing Your Belongings: Dealing with Treasures

4. Funeral Planning - When we die, what happens first?

   • Notify Family and the Funeral Home

   • Burial vs. Cremation Considerations

   • Obituary Template & Assistance

   • Notify the Parish

   • Parish Funeral Planning Options & Memorial Garden Information

5. Parish Life & Church Recordkeeping

   • Keeping Your Information Updated in Realm

   • Guild of St. Joseph of Arimathea & NOKBOX Software