About this Event
Start your morning with Estate Planning Essentials, a clear and approachable workshop held at CraftWork Healdsburg designed to help you understand what estate planning really means - and why it matters for almost everyone, not just the ultra-wealthy.
Whether you have a spouse, children, siblings, or aging parents, or you own a home, car, business, retirement account, or insurance policy, having a plan in place can make a meaningful difference. In this session, we’ll walk through the basics of estate planning, break down key terms in plain language, and explore the main considerations to keep in mind.
Hosted by Emily Virgil, MBA, in collaboration with Catalyst @ CraftWork, this session covers the essentials of estate planning - wills, trusts, key documents, and practical considerations - without the overwhelm.
You’ll leave with a practical checklist to help you get started, so the process feels less overwhelming and more actionable.
Agenda
🕑: 08:00 AM - 08:30 AM
Doors open, complimentary pastries, coffee & tea
🕑: 08:30 AM - 09:00 AM
Presentation
🕑: 09:00 AM - 09:30 AM
Q&A followed by networking
Event Venue & Nearby Stays
CraftWork Healdsburg, 445 Center Street, Healdsburg, United States
USD 0.00
