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Estate Planning: Educational Session March 4

February 21, 2025 by Kelly Schlinder

Are You Prepared for Life’s Biggest Transitions? (from the HR blog)

Presented by Rachel Fortenberry, Founder of Fortified Elder Law

Life is full of unexpected changes—are you ready? Small mistakes, like outdated beneficiary designations, can create major legal and financial challenges. This session will help you take control of your financial future and protect your loved ones.

What You’ll Learn:

  • Update Your Beneficiaries: Avoid common mistakes that could create financial headaches.
  • Understand Estate Planning Essentials: Learn about wills, powers of attorney, and healthcare directives.
  • Access Resources & Support: Discover tools and guidance to help you plan ahead.
  • Prepare for Life’s Unexpected Events: Reduce stress by having a plan for major life changes.
  • Secure Your Future: Explore retirement planning and workplace benefits that support financial well-being.

Meet Your Speaker

Rachel Fortenberry is the founder of Fortified Elder Law, where she helps families protect their life savings and navigate estate planning, Medicaid eligibility, and long-term care. An experienced attorney, she has saved clients more than $8 million from being spent on nursing home care.

Her expertise has earned her recognition as:

  • Biz 417’s 10 for the Next 10 (2024)
  • Springfield Business Journal’s 40 Under 40
  • Missouri & Kansas Super Lawyers Rising Star

Rachel is passionate about community education and serves as President of the Hospice Foundation of the Ozarks Board in 2025.

Don’t miss this opportunity to gain practical tools for securing your future!

To register for LEAD Yourself courses:

MyMissouriState > Learning and Development Card > My Learning Connection.

Then search for the course “Estate Planning: Important Insights”, view details, and request to be registered.


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