Lunch 'n' Learn

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OakFit offers Lunch 'n' Learns! OakFit's Lunch 'n' Learn series will focus on a variety of different topics such as nutrition, parenting, sleep, safety and self-defense, exercise, and much more!

 

Sign up for a Lunch 'n' Learn through WorkDay. Participants can attend live or if they register will receive a recorded presentation.

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September Lunch 'N' Learn

Estate Planning

  • Date: 09/21/2023 12:00 PM - 1:00 PM  
  • Location: Virtual Session - Microsoft Teams
  • Introduction: George Grombacker is a 20 year finance industry veteran, podcaster, writer, and sought-after speaker.

 September23_EstatePlannings_mHero

Ever wonder why you need an estate plan and how to get started on yours? In this Finance Workshop, the terms ‘estate’ and ‘estate plan’ are defined and discussed. Participants will come to understand that estate planning involves titling, documents, and structures, and learn about the four core components: a will, a trust, and two durable powers of attorney for financial and health matters. Participants will also discover the three mistakes to avoid making while estate planning and see how important it is to think through the people to involve in your estate plan. 

Register for this Microsoft Teams Virtual Session.

Click to register

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2024 Lunch 'n' Learns
2023 Lunch 'n' Learns
2022 Lunch 'n' Learns