This is a rare opportunity to learn from three different industry professionals what you can do to protect the legacy you’ve worked so diligently for. Through real examples, worksheets, questions, and answers, participants will gain better understanding of the importance of protecting their legacy and learn the necessary steps to make that happen. Chris Hornbaker has a J.D. and years of experience as an Estate Attorney, Heather Cabay is your local realtor that specializes in aging safely in the home, and Ashley Peterson is a native Coloradan holding a loan officer license, specializing in reverse mortgages. Learn about wills, estates, and trusts; explore the options of reverse mortgage versus selling your home; and explore how you can age comfortably in your homes. These instructors bring their wealth of experience to empower you to make the best decisions to protect your hard-earned assets and preserve your legacy for the future! Their mission is to be resources for you as you move through life, answer your questions and to help however they can!

NOTE: This course will be offered via Zoom. Register now and then the day before class the instructor will send you the link to attend. Look for an email with "CFU Zoom class" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.

Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, https://zoom.us/download. Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.