As with
the first one, this had an issue, too, that was out of the control of the volunteers who had arranged it.
Today was the four-part Estate Planning Workshop, with Gabrielle Richardson helping out from her Atlanta office.
I had registered to attend the ZOOMs for three of the four sessions.
Wanda Lloyd was lead dog for this event, and she had arranged for several on her team to take a turn as the emcee for each session.
I had not registered for the fist session, but I was there on time for the ZOOM for the second, which started at noon.
Titled "Putting Your Wishes In Writing: Essential Estate Documents", it was to be about wills, Power of Attorney documents, and Living Wills.
I thought it might be a nice refresher for me, right?
And it was.
Harry Singleton, over in Pooler, introduced us to Laurie M. Thomas, who was an attorney with a legal firm in Conyers, Georgia.
I made sure to have a question in the chat, mostly to mark my presence.
I wanted to make sure my fellow volunteers knew I supported them!
"Who should have copies of your will, POA, and other documents?"
Wanda Lloyd was the one to read the questions during the post-talk Q&A, so I know she saw my name.
Good! (smile!)
Apparently, most people pay $5,000 to $10,000 for those documents, with some paying considerably more.
One thing that was stressed by the attorney today was the need to have the trust funded, so that it could be enacted after death.
At least I've had that done since about 2010.
At 1 PM, I was there on a different Zoom link, this time to hear about "Trusts 101: Understanding How Trusts Work".
This time, Lillian Sykes was the one who introduced the speaker!
Well, rather, she talked about Lester B. Johnson, who was the attorney selected, but he never showed up.
Lillian tried to buy him some time, chatting about how the folks in the audience could become AARP volunteers, talking up the AARP Fitness Fridays and the various programs available for free on the AARP website.
But time ticked by without the attorney... ten minutes... another ten minutes, when it seemed that Gabrielle could hear him, but no one else could see or hear him.
I even asked at 1:26 PM, "Are we still waiting for him to connect?"
Finally at 1:32 PM, Wanda announced that the session was cancelled and would have to be rescheduled for another time.
There had been folks in the audience from Oregon, Illinois, and a few other states, according to the chat.
I guess it was good that the attorney in the second session had spoken so much about trusts, even though that wasn't the focus of her talk.
Finally, at 2 PM, I tuned in on the final ZOOM link for the session titled "Preparing Those You Love: Creating A Family Plan For Survivors".
I'd almost not registered for this one, as I thought its focus to be for families who would leave behind grown children with special needs, or other family members who would need perpetual care.
Nope, it wasn't about that at all!
Well, there was one point where the topic was broached in terms of the different types of wills that could be used to handle such situations.
Mostly, though, it was about how to talk about death with your family members so they would know your wishes and know what steps you were going to take in light of that assured future event.
Really somber stuff, that.
However, their approach was fabulous!
"Very nice to have it in small steps. Just getting started is somewhat overwhelming, as I
found out several years ago. I like the smaller steps."
That's what I wrote for Moya Campbell of Lighthouse Financial Group, who'd been introduced by the event hostess, Wanda Lloyd.
Get this: they're even located in Savannah!
Moreover, she and Wendy Wallace left us with
access to a workbook to walk us through the steps we would need!
That was most generous of them, and something the others had not done.
The 12-page "My Family Plan Workbook" reminds me of
the Five Wishes Living Will that I'd done with Ronnie a decade ago.
I'll have to pass that link around to others!
I'm so glad I was there for this session!
I do hope Wanda will regard this total event as a 'win', even with the third session being a complete bust.
Technical issues are beyond our control, as I'd learned
at my event.
As long as it ends on a good note, that's a 'win', not just for me or her, but for AARP-GA in Savannah and AARP nationally.
Good work!