THE FOUNDATION of the ROMAN CATHOLIC DIOCESE OF RALEIGH, INC.
4700 Homewood Court, Suite 320 Raleigh, North Carolina, 27609 Phone: 919-568-1065 Fax: 919-568-3241 info@FoundationDOR.org
2023 Catholic Estate Planning Webinar
We wish to extend to you a personal invitation to the 2023 Catholic Estate Planning Webinar, hosted by The Foundation of the Roman Catholic Diocese of Raleigh.
Please RSVP below
Your 4-Key Estate Planning Documents
Establishing Your Beneficiary Designations
Proper Asset Titling
Estate Planning Is For Everyone
Planning to Protect Those You Love
Planning to Build a World You Wish to See
This webinar is hosted through The Foundation’s secure on-line portal.
Guest Speakers may include:
Ryan Flood, CAP, FCEP, Planned Giving Specialist, The Foundation
Charles Davis III, Partner, N.C. Board Certified Specialist in Estate Planning and Probate Law, Poyner Spruill LLP.
Charlie provides legal advice to individuals and families regarding estate planning, estate administration, and tax planning. He also works with businesses on their general corporate and tax planning legal needs.
Before the pandemic, it was estimated that more than two-thirds of Americans (68 percent) did not have an up-to-date estate plan. An even higher percentage (71.6 percent) did not have a plan that accurately reflected their current wishes.
This is a free seminar, and no solicitations will be made.
If you have specific question relating to the Webinar, or any questions concerning Planned Giving, please call Maura Aguirre, Administrative Assistant on 919-568-1065 or email executive.assistant@FoundationDOR.org to reserve a virtual seat.