Inheritance Planning Workshop In-Person
Bob and Lisa Sherman will give a hands-on workshop, based on their book The Inheritance Plan, with step-by-step instructions on how to set up an estate plan that avoids taxes, legal fees, probate court and family disputes. All materials will be provided.
Bob Sherman completed a graduate degree in education from West Virginia University and, following a thirty-three year career in public school administration, designed software applications for business and public schools in R.I., Massachusetts, and Connecticut. Lisa Sherman’s graduate degree in education was attained at Rhode Island College, and she was a public school teacher for thirty-two years. She is also a certified yoga instructor and a URI Master Gardener.
- Date:
- Tuesday, September 30, 2025
- Time:
- 6:00 PM - 7:30 PM
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- Harmony Library
- Library Locations:
- Harmony Library
- Audience:
- Adult
- Categories:
- Adult Programs
Attendance to this program is limited to twelve people so please register to save your spot!