This year has had its challenges and with it has come new perspectives on life and purposeful living. For many, this may have included incorporating more balance between self-care, home and work. Others became more involved in their own communities through volunteering or supporting causes. Our nation’s heroes continued to work – even more hours than before – to keep us safe, to provide medical and lifesaving care, to keep our stores stocked and deliveries fulfilled, or to ensure that children and youth did not lose a step in their education. Finally, many, if not all, may have realized the importance of making each day count and in planning for the future.
The CFV was proud to recently offer its first one-hour educational webinar, The Importance of Estate Planning and a Post-Election Market Outlook, as a free learning experience. This webinar covered the basics of planning an estate as well as a snapshot of historic and possible future market activity. An estate plan is really for everyone – particularly if you live in California. By making plans in advance you not only ensure your own well-being, but you ensure that your assets and all that you have worked for are available for those close to you, including charities that you hold dear to your heart. By planning ahead, you not only add strength to your future, but you help to build a more resilient and healthy community.