Photo courtesy of Benevilla
Benevilla is hosting a free, in-person estate planning workshop with Scott Dewhurst, Tuesday, Feb. 13, at 1:30 p.m. on their main campus located at 16752 N. Greasewood St., in Surprise.
A Private Wealth Manager with Dewhurst Wealth Management, Dewhurst will provide a general overview of estate planning and common mistakes to avoid. He will also discuss qualified charitable distributions and donor advised funds. This workshop will help attendees update their estate plans for future uncertainties and ensure plans are securely in place.
Do you have your financial affairs in order? Do you remember when you last reviewed your estate plan? Do you know the difference between a will and a trust? What are the best assets to leave to your family versus a charity? What is probate and how do you avoid it? Find answers to these questions and more at this free interactive workshop.
Dewhurst has dedicated his career to helping clients organize their financial lives, guiding them towards achieving their goals. Having worked in the financial services industry since 1986, he has witnessed the evolving landscape of wealth management. In 2000, Scott obtained the Chartered Life Underwriter designation, followed by the Chartered Financial Consultant designation in 2016. Additionally, he earned the Certified Plan Fiduciary Advisor designation in the same year. Prior to founding Dewhurst Wealth Management, Scott spent 15 years with Diversified Financial Group and before that, he worked as a career agent with Mass Mutual for almost two decades, from 1986 to 2005.
This free, interactive event is part of the yearlong Benevilla Educational Workshop series featuring carefully selected professionals who can answer questions and provide guidance and resources needed to prepare for senior life changes. Upcoming workshops cover a broad range of important topics from in-home care management and hospice to estate preparation and tax savings tips.
Reservations are required. For more information, visit benevilla.org/freeworkshops.