The Next Stage Seminar: Planning with Purpose
- susie280
- Feb 1
- 2 min read
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
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
Financial & Estate Planning
Taxable Ramifications of Inheritances
Managing Financial Accounts & Beneficiaries
Charitable Giving & Legacy Planning
Planned Giving/Funding Future Ministry at St. David’s
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
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
Parish Life & Church Recordkeeping
Keeping Your Information Updated in Realm
Guild of St. Joseph of Arimathea & NOKBOX Software
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