We all know that an ounce of prevention is worth a pound of cure. As we and our loved ones age and plan for the future, having a strong understanding of the proper steps to take to ensure that issues such as financial security, powers of attorney, long-term care, and estate and charitable planning are all in order can provide much confidence and peace of mind. But knowing where to start can be overwhelming. Join us for a lively presentation as we provide a roadmap to help navigate these issues.
Specific topics to be covered include:
- Understanding the risks and pitfalls of poor planning
- A checklist of steps to take to protect yourself and your loved ones as you age and plan
- How a team of trusted advisors can ensure your security and that your intentions are honored
- Strategies to support the people and causes you care about during your lifetime and after you’re gone
