The February NAPO-WDC chapter meeting was held on Monday, February 4, 2013, in Fairfax, VA. There were 30 members and 7 guests in attendance.
The meeting started with active networking. Members visited the Corporate Partner Meet and Greet tables hosted by Shelf Genie and 123 Junk and the Ask the Experts table.
Janet Schiesl welcomed everyone. Kimberly Gleason introduced our 7 guests.
Terri Fischer introduced our Corporate Partners in attendance:
|Helen Long||Partners Estate Sales|
|Joe Johnson||Shelf Genie|
|Andy Reiman||Modern Image|
|Zibby Koppelman||NovaGold, LLC|
|Patrick Drago||123 Junk|
|Juli Monroe||1 to 1 Discovery|
|Sharon Bliss||Book Bliss Online|
|Guests: Brittany Krop and Teresa Dove with Compassion Clean|
Helen Long from Partners Estate Sales spoke about their full-service estate sale services. They offer custom solutions to meet clients estate sale needs. Partners Estate Sales offers complimentary consultations and consignment services. Contact Helen today to get started!
Pierrette Ashcroft introduced the educational program: Organizing Your Estate for Your Incapacity and Beyond by Christopher Guest.
Christopher talked about the legs of the estate planning tri-pod: Last Will and Testament, Advanced Medical Directive, and Power of Attorney. With planning, directions are given to your loved ones and assets are distributed according to your desires. Without planning, it generally increases the cost to your estate and assets may not go to who you want to receive them.
Important items to consider in estate planning are:
- Keep the documents updated as your life changes.
- Talk with an attorney to determine if a will or trust is the the best option for you and your family.
- Talk with your fiduciary about his/her responsibilities and if they want to fulfill the role.
- Communicate where documents are stored with your fiduciary.
- Your fiduciary should know how to log-in to your on-line accounts for bill pay, photos, music, movies, etc.
Chapter Business Meeting
Current and past chapter board members participated in a leadership forum to discuss the benefits of being a leader in NAPO-WDC
There’s a new book club forming in Virginia, and the first meeting is February 21st. Contact Amy Mykityshyn for more information.
MARCPO planning is starting soon, and we still need Marketing and Expo chairs. Contact Andrea Hancock if you are interested in volunteering for a chair position or to be on a committee.
Our door prize winner was Keri Myers.
The next meeting will be March 4, 2013, in Bethesda, MD.