Join us for six informative Lunch & Learn presentations in 2024. Have your questions answered by local estate planning professionals. 

March 5, 2024 - Estate Checklist: Responsibilities as a Personal Representative or Trustee.

Portland Campus
Ensure your wishes are honored, and the people and causes you care about are provided for. Review the roles and responsibilities of a personal representative or trustee, and hear pointers for selecting the right person or organization to fulfill this important role.

April 2, 2024 - Gift Annuities: Are They Right for You? Five Things You Need to Know.

Portland Campus
There are five key elements to know when considering a Charitable Gift Annuity (CGA). Learn about the tax benefits and receiving annuity payments for life. Let us help you determine if making a gift that pays you back is right for you.

April 30, 2024 - Friends Forever: Estate Planning for your Pets

Portland Campus
Join OHS experts for an event focused on ensuring your pets receive the love and care they deserve if you were ever unable to care for them. This informative session will focus on the benefits of Friends Forever TM and how to enroll your pets.

March 19, 2024 - The Nuts & Bolts of Estate Planning

Salem Campus
Join attorney Erin Pascual, as she discusses the essential elements of estate planning.

April 16, 2024 - Millionaire Pets: The 10 Biggest Inheritances Ever Left for Pets.

Salem Campus
It may sound unusual, but a good number of pets are better off than most people. Through inheritance, these beloved pets have become millionaires. Once a novelty, it is now expected for the wealthy to leave funds to their surviving pets to ensure there is no disruption in their fancy feasts. Hear some great stories and learn how to make a plan for your pets.

June 4, 2024 - Friends Forever. Estate Planning for your Pets

Salem Campus
Join OHS experts for an event focused on ensuring your pets receive the love and care they deserve if you were ever unable to care for them. This informative session will focus on the benefits of Friends ForeverTM and how to enroll your pets.

Videos

View television segments and past legacy giving presentations.