Putting Your Affairs in Order 2026

Designed to help individuals establish their philanthropic legacy to benefit them and their families for the future,  this informative session will feature a panel of experienced professionals in legal, financial planning, and accounting.

Guest speakers will include:

• Eleanor Calderwood from Raymond James
• Murray Lott and Steven Potter from Delta Law Office
• Jan Denham, CPA, CGA (retired)
• Carlene Lewall, DCF donor, who will share valuable insights and perspectives

Estate planning can often feel overwhelming, but this session is designed to simplify the process by providing clear, accessible information from trusted experts. Whether you are just beginning to think about your estate or looking to update an existing Will, the discussion will offer useful tools to help you move forward.

As an attendee, you will gain practical guidance on organizing such important affairs, planning for loved ones, and making thoughtful decisions that reflect your values. The session will also explore how charitable giving in your Will can support the causes you care about, leaving a lasting impact on your community. There will be an opportunity for attendees to ask questions and engage directly with the panel during a Q&A segment.

Space for this event is limited, and advance registration is appreciated.