Bon Voyage Workshops

A Gentle and Practical Look at our Ultimate Journey

1. "Get Your Act Together" 

February 1: 1-2:30 PM All Saints, 4-5:30 PM The Episcopal Church in Okatie

    Speaker for these sessions is Michael Jordan, Top Rated Estate Planning & Probate Attorney in Hilton Head Island, SC

Topics - Estate Planning:  Wills and Trusts, Distribution of assets. Personal representative, executor – who to choose?  Children, spouse, 3rd party.  Can you guard against disagreements?  Distribution of personal effects.  Are documents consistent with SC law?  Advance directives, living wills, durable powers of attorney.  Would hospitals have different rules on DNR, etc.? 

2. "You Can't Take It With You" 

February 8: 1-2:30 PM ASEC, 4-5:30 PM The Episcopal Church in Okatie

 Speakers for these sessions are Tommy Arnold CFA, CIC, Boys, Arnold & Company, Wealth Management and Jim Moore, Financial Advisor, Vice President Investments, Raymond James 

Topics - What are your financial assets:  retirement accounts, investment accounts, IRAs, insurance policies: are beneficiaries up to date?  Can your survivors find the information?  Paying for health care:  Medicare, Medicaid, Medicare supplements, private insurance, long term care insurance. 

3. "Living Choices" 

February 15: 1-2:30 PM ASEC, 4-5:30 PM The Episcopal Church in Okatie

Discussions with multiple speakers about: Ageing-in-place; assisted living; nursing home; palliative care; hospice; memory/physical complications; home health care.

4. "Final Wishes" 

February 22: 1-2:30 PM ASEC, 4-5:30 PM The Episcopal Church in Okatie

Speakers for these sessions are Clergy & Music Director from ASEC. Topic: Planning a Service - music, funeral directors, scripture, casket desires, cremation, burial, organ donation, help for survivors.

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