December 12, 2013
Contact: Frank Murray, 542-4835
Patty Jones, Planned Giving and Outreach Specialist at CBC Foundation, is one of the first in the nation to complete a new training program to become a certified independent Legacy Navigator for Ethical Wills/Legacy letters.
Jones conducts workshops and coaching sessions to help individuals and families define and share their values for loved ones and future generations. She also coordinates the preservation of each client's Ethical Will/Legacy Letter through professionally prepared documents, published books, and other media.
The Legacy Navigator training program was created by Celebrations of Life Services, Inc. in a response to a growing need for baby boomers and seniors to pass on their values legacy and enhance financial or estate planning decisions, life transitions, or to find greater meaning in their lives.
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