NAWIC Worcester Chapter Meeting Review – April 23

mhadix
May 18
2 min read

With Julie Johnson, Esq., of Johnson & Hooper, LLP

Hosted by CCR Wealth Management

The NAWIC Worcester Chapter convened on April 23 for an informative and thought-provoking meeting hosted by CCR Wealth Management of Westborough. Members gathered for an evening of connection, education, and meaningful dialogue around legal and financial planning.

Our featured speaker, Julie Johnson, Esq., of Johnson & Hooper, LLP, delivered a dynamic and engaging presentation on estate planning fundamentals—an essential topic for professionals at every stage of life. Julie walked attendees through the must-have legal documents everyone should consider: a Will, Trust, Durable Power of Attorney, Health Care Proxy, HIPAA release, and a Living Will. Her guidance was especially valuable to those in the “sandwich generation,” juggling the dual responsibilities of caring for children and aging parents.

Julie Makes Estate Planning Interesting and Achievable!

Julie shared real-life examples that highlighted the complexity—and sometimes the unexpected nature—of estate planning. One memorable case involved a long-term pet care arrangement for a parrot expected to live over 80 years! She also addressed how to fairly plan for beneficiaries with differing financial needs and money-management capabilities, and emphasized the critical importance of communicating your wishes-even when those conversations feel difficult.

Julie’s approachable style and deep expertise made these topics accessible and impactful, sparking lively discussion and thoughtful questions from attendees. We’re grateful for her generous time and insight.

Thank you to www.CCRWealth.com for their hospitality and continued support of NAWIC Worcester.

For those looking to learn more or follow up with Julie, her contact information is below:

Julie Johnson, Esq.

Johnson & Hooper, LLP

319 Littleton Road, Suite 305

Westford, MA 01886

T: (978) 396-0555

F: (978) 428-0349

julie@johnsonhooper.com