Navigate economic uncertainty through strategic financial planning focused on protecting generational wealth. This session equips families with tools for creating financial resilience, documenting economic strategies, and building adaptive wealth preservation mechanisms that can withstand systemic economic challenges and complex financial landscapes. This session applies Dr. King's emphasis on family strength and community prosperity to practical legacy planning, focusing on:

• Creating clear and legally sound wills

• Documenting your family's wishes and values

• Protecting assets for the next generation

• Building and preserving family legacy stories

Register Here.

All Stevenson University students, faculty, and alumni should join us at the Brown School of Business and Leadership for a Business & Legal Career Pathways in Estate Planning session. A panel of industry experts will discuss business and legal career pathways in estate planning, provide examples of how accounting, business, finance, and legal professionals work together to support their diverse clients, and explain how to start a career in estate planning. The event will conclude with a networking reception sponsored by the Baltimore Estate Planning Council!

The Baltimore Estate Planning Council (BEPC) has scheduled educational community events throughout the week, and we are inviting you to our virtual estate planning webinar on Tuesday, October 22, 2024 at 7pm. 

BEPC is an interdisciplinary non-profit organization for professionals involved in estate planning. BEPC strives to foster collaboration between Trust Officers, Attorneys, Financial Advisors, Philanthropic Professionals, Accountants, and other professionals engaged in estate planning. When working with an interdisciplinary team for estate planning, clients benefit by preparing better, more reliable estate plans. During October’s National Estate Planning Awareness Week, BEPC is seeking to serve communities typically not engaged in estate planning. BEPC aims to be a trustworthy estate planning resource, and we hope that you register and join us.

National Estate Planning Awareness Week is October 21-27, 2024. In honor of the event, MPT invites you to join estate planning expert Shari Fleming for a discussion of the importance of estate planning and the tools necessary to get started.

On Tuesday, October 22 at 10:00am, you’ll learn about the beneficiary designations, life estate deeds, a last will & testament, durable power of attorney, advanced medical directive, trusts, and the importance of planned giving.  In this free webinar, Shari will walk you through the process of creating an estate plan and planting your legacy garden.

Join us for a discussion with Shari on October 22 and be inspired to create the legacy that is right for you.

Register Today!

During this session, we will eliminate the obscurity of estate planning by providing you with (1) the appropriate vocabulary to understand estate planning, (2) information about various estate planning tools, and (3) a checklist of items necessary to plan and maintain your estate. Often enough professional advice and assistance is sought when there is a dire situation. However, we will discuss estate planning warning signs that serve as triggers for you to prepare and plan, in advance, with the assistance and advice of a professional.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Gift planners rarely have an opportunity to understand the mechanics behind receiving a realized planned gift. The goal of this presentation is to help all gift planners, with varying levels of experience, to understand how nuanced estate planning and estate administration can be, so they are in the best position to support donors who desire to give a planned gift.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam athttps://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Please join the Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc.’s Financial Freedom Event on Saturday, April 13, 2024 at 11am. Come and learn how to be financially free with resources, vendors and workshops on money management, wealth building, homeownership and more. This event is FREE & OPEN TO THE PUBLIC.  Click here to register!

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

BCAC presents our ESTATE PLANNING WEBINAR on Thursday, April 4, 2024 at 7pm, which will be held via Zoom. This event is FREE & OPEN TO THE PUBLIC.

The purpose of the program is to provide participants with an understanding of estate planning tools and an awareness of what should be considered when creating an estate plan. Please register today at https://tinyurl.com/ukxfxsc3. Zoom access will be provided upon registration.

Please submit your questions or inquiries to economicdev@bcacdeltas.org. 

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Shari will be hosting a private estate planning informational for a the Making Money Moves Connect at the TAB. Stay tuned for public workshops!

Shari will be hosting a private estate planning informational for a the Making Money Moves Connect at the TAB. Stay tuned for public workshops!

It's a new year and the perfect time to take steps to improve generational wealth. Pathways To Excellence will honor Dr. Martin Luther King, Jr. by providing community resources focused on legacy and leadership. Join us on online or in-person on January 14, and online on January 16.

 Please address questions to director@pathways2x.org.

Join us in New Haven, CT! Shari will be participating in a finance panel, titled “All About The Benjamins” at the Embrace Your Difference Conference.

This is for Singles, Couples, or anyone who wants to learn more about being their best self and start with their individual self to Do The Work!! Grab your Bestie, Boo or Co-Worker and come get ready to learn, laugh, cry, reflect, change and Embrace Your Difference!!

Remember, your Happiness Does Not Depend on Someone Else, it Starts with YOU!

On Monday, June 20, 2022, Shari will be participating in a Juneteenth virtual summit and will be discussing Legacy Planning through Living Trusts at the 12:45pm session.

Hosted by Pathways To Excellence and the Greater Maryland Chapter of the National Black MBA Association, the All Black Everything series brings together community organizations and leaders to advance goal attainment among underserved communities, through impactful resources and programming.

The day will begin with an empowering message to challenge attendees to create generational wealth through personal finance management, real estate, or entrepreneurship. Participants will choose from breakouts, offered at basic and advanced levels, in each of these focus areas. The summit will end with an advanced main stage presentation, and charge to action.

Registration is required.