Protecting Your Cats in the Future

8431-137 Garvey Drive,Raleigh NC 27616

14 September, 2021

Description

Your legacy includes personal effects, heirlooms, stories & accumulated wisdom. What will your legacy be? Who will care for your pet? Your legacy includes personal effects, family heirlooms, stories and accumulated wisdom. What will your legacy be? Please join certified financial planner Lisa Gabriel and estate attorney Shirley Diefenbach for our free September 14 presentation and Q&A about legacy planning. Lisa and Shirley, who are both active volunteers at SAFE Haven and cat lovers, will be asking questions to get you thinking about what your ethics and life lessons have to do with your legacy. “The first time I heard this presentation it had a big impact on me,” said Pam Miller, Founder & President of SAFE Haven. “I had not considered that my legacy is so much more than just a will.” “As pet owners we struggle with planning for the continued support of our cats and dogs if we can no longer care for them. This presentation helped me with options that were win-win,” said Susan Smith. You will also learn more about SAFE Haven’s Serenity Surviving Cat Program that will guarantee your kitty a new home if something unexpected happens to you. Be sure your wishes are fulfilled with wills, trusts, and health care directives. Lisa and Shirley will be glad to answer questions concerning these often-confusing subjects. They may not mean what we commonly think they mean! Presenters: Shirley M. Diefenbach, estate planning attorney, Walker, Lambe, PLLC. Shirley M. Diefenbach is an estate planning attorney and principal of the law firm of Walker Lambe, PLLC. Through her many years of practice, she has had the opportunity to help hundreds of families with their estate planning and trust and estate administration needs. Shirley earned her undergraduate degree from the University of Maryland, and her law degree from the Benjamin N. Cardozo School of Law in New York City. Shirley is admitted to practice law in New York and North Carolina. Shirley is also accredited by the Department of Veteran’s Affairs to represent clients before the Agency. Shirley is a member of the Durham-Orange Estate Planning Counsel, The National Academy of Elder Law Attorneys (NAELA), The Elder & Special Needs Law Section of the North Carolina Bar Association, and the Durham County Bar Association. Lisa M. Gabriel, CFP ®, ChFC ®, Co-Founder & CEO Pinafore Wealth Counsel Lisa’s passion for investments and financial planning spans over three decades, allowing Pinafore Wealth Counsel to offer wisdom, perspective, and customized solutions. Lisa helps clients navigate change by integrating her experience with the facts and figures, often going beyond the numbers. Lisa has a strong dedication to risk management and a steady commitment to help clients grow and protect their wealth. She offers unbiased and objective advice to bring peace of mind to Pinafore clients. Lisa’s experience includes 20+ years as an institutional investor for such notable names as Duke Management Company and Oak Value Capital Management prior to returning to her roots advising successful families and individuals. Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant designation, ChFC®. She is a frequent speaker on financial topics such as Tax Smart Investment Strategies, Legacy Planning, and Wealth Building for Women. Lisa served on the NC Council for Women, Durham County Women’s Commission, co-founded the annual “Having it All” for women event, and teaches at the Duke University Osher Lifelong Learning Institute (OLLI). Lisa is a member of the Duke Campus Club where she facilitates the “Money Matter$” financial education interest group, Durham-Orange Estate Planning Council, First Presbyterian Church and loves being Paul’s wife and Caroline’s mom. SAFE Haven for Cats  is a no-kill shelter for cats located in the North Raleigh area of North Carolina. We are a unique community-based animal shelter. In addition to providing adoption services for cats and kittens in need of good homes, we also manage a foster program for animals requiring a little extra love and care. We further assist our community in providing spay and neuter services in connection with SAFE Care Spay Neuter Clinic.