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Financial Wellness Series





As part of the 2021 Financial Wellness Series, the CalvertHealth Foundation Planned Giving Committee is excited to bring you the first Fireside Chat hosted by Board member and local financial advisor Bill Gaines and CalvertHealth Foundation staff member Melissa Carnes. This monthly brief discussion will provide a quick glimpse into various financial wellness topics that may be useful if your goal for 2021 is to begin planning your estate and your legacy. For suggestions on future topics, or for questions, please call 410.535.8348 or email foundation@calverthealthmed.org.


Free Estate Planning Guide




As part of the 2021 Financial Wellness Series, the CalvertHealth Foundation Planned Giving Committee is excited to present Family Love Letters on Wednesday, February 24, at 2 p.m. Family Love Letters is a virtual seminar that allows you to leave a roadmap of important documents and parting words and sentiments to family members. Attorney at Law Denise Bowman from Davis, Upton and Palumbo will tackle difficult subjects in an effort to relieve family members of tough decisions and tasks. From wills, heartfelt advice to children, to personal wishes, account passwords and the location of important financial documents, participants will learn all the steps to set their family up for an easier transition.

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