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Beginner's Guide to Estate Planning

This event happened on Fri, Sep 6, 2019 • Virtual
Overview 24 Lovely Attendees

About this FieldTrip

Riddle: You all need me but I just need your autograph. What am I?

A will.

Join us at Graves Dougherty Hearon & Moody’s office in the Frost Bank Tower for a lesson on Estate Planning 101.

GDHM attorney and creator of the Estate Planning Toolbox Podcast, John Conner, will walk you through the basics of estate planning documents. Whether you’re thinking about starting a will or thinking about making changes, John has it covered.

Come with questions and walk out with your very own Estate Planning Checklist!

What to expect

Lecture format!

This is a more traditional format where participants absorb information through presentations and talks.

Real-time only!

This FieldTrip will not be recorded.

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This FieldTrip was made possible by

Attendees

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Anilyn Fabello

Murals/Signs, Art Postcard subscription at Buy Your Friends Art™.

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Russell Toynes

Creative Director at Studio Dzo.

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Ryan Purcell

Director - Public Sector Services at LLamasoft, Inc..

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Jared (JJ) Rogers

Head of Product Design at Watermark.

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Richelle Ouellette

Mortgage Maven at Fairway Independent Mortgage Co..

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Liz Donovan

Head of Design Research at Duo Security, a Cisco company.

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Dan Katz

Sr Director of Product at Duck Creek Technologies.

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Christy Goldfeder

Copywriter at Gold Feather Copywriting.

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Jefe Greenheart

Filmmaker, Creative Director at CIRCUS PICNIC.

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How to make the most of FieldTrips

The FieldTrips experience is defined not only by what the host has to share, but also by how we show up individually and collectively. The way we show up impacts our capacity to be moved, inspired, and activated.

Show up fully

Get ready to be immersed! Engage with smiles, nods, waves, emojis. Share in the chat. Get cozy. Turn off notifications. Sip your favorite beverage.

Stay curious

Wear your beginner’s hat. Go with the flow. Welcome the stumbles and fumbles. Congratulate yourself for trying. Keep going! 

Celebrate your host

Our hosts are members of the CreativeMornings community—just like you! Everyone comes to this with different backgrounds—a lot of our hosts have never done anything like this before! And we love that! Cheer them on when something goes awry and when it goes perfectly.

Support each other

We’re all figuring things out in real time. Celebrate, rather than critique emerging ideas. Cheer each other on as you try new things.  Try “Yes! And…” in conversation.

Not vibing?

It’s 100% okay when a FieldTrip does not resonate with you. Pop out quietly and try another experience later. Fill out the survey with your feedback (no dms to host or chat commentary, please.)

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