Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties
This is a ZOOM meeting and therefore NO CHARGE to attend – so register now.
We will send out the ZOOM link several days prior to the meeting.
The South Sound Planned Giving Council has secured time and expertise of
Sherry Bosse Lueders JD who wrote the definitive article on the subject of Electronic
Will Signing in Washington State for the Bar Association.
Learn how this new approach to signing Will affects you no matter what part you
play in the Planned Giving process. You will want to know how to respond to clients
and donors asking for answers about this new process. It’s easy to see that it made
great sense during the Pandemic, but does the need change as we return to many
pre-pandemic activities including in-person client meetings?
As with so many changes, there are always opportunities that arise as well as pitfalls
– AND we all need to learn about them!
WHO: Sherry Bosse Lueders JD, Of Counsel, with the law firm of
Stacey L. Romberg
WHAT: Electronic Will Signing – How it affects the Gift Planning Parties
WHEN: Wednesday, April 19, 2023 Noon – 1 pm on ZOOM
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!
Fill out the form below to register.