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Human Resources Blog

Estate Planning- Educational Session March 4

February 28, 2025 by Deidre Mings

Planning for Life’s Biggest Transitions

Presented by Rachel Fortenberry, Founder of Fortified Elder Law

Life is unpredictable—are you prepared? Simple oversights, like outdated beneficiary designations, can lead to significant legal and financial challenges. This session will equip you with the knowledge and tools to take charge of your financial future and safeguard your loved ones.

What You’ll Gain:

✅ Update Your Beneficiaries: Avoid common mistakes that could create financial complications.
✅ Estate Planning Essentials: Understand wills, powers of attorney, and healthcare directives.
✅ Access Helpful Resources: Discover tools and support to help you plan ahead.
✅ Prepare for Life’s Changes: Reduce stress by having a plan in place for major transitions.
✅ Secure Your Future: Explore retirement planning and workplace benefits that promote financial well-being.

📅 Monday, March 4 | 12:00 – 1:00 PM | Zoom

How to Register:

MyMissouriState

📌 MyMissouriState > Learning and Development Card > My Learning Connection
🔎 Search for “Estate Planning: Important Insights”, view details, and request to register.

For questions, contact HRLearning@missouristate.edu.

Meet Your Speaker

Rachel Fortenberry is the founder of Fortified Elder Law, where she helps families protect their assets and navigate estate planning, Medicaid eligibility, and long-term care. As an experienced attorney, she has saved clients over $8 million in nursing home costs.

Her expertise has earned her recognition, including:
🏆 Biz 417’s 10 for the Next 10 (2024)
🏆 Springfield Business Journal’s 40 Under 40
🏆 Missouri & Kansas Super Lawyers Rising Star

Rachel is also dedicated to community education and will serve as President of the Hospice Foundation of the Ozarks Board in 2025.

Don’t miss this opportunity to gain practical insights and take control of your future!

Follow the HR blog for news on benefits, HR updates, and professional development. For wellness-related news, visit the Wellness blog.

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Filed Under: Employee Benefits Tagged With: education, employee wellness, Estate, financial wellness, wellness

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