Financial Decision Making and Safety: Tools For Our Conversations

Conversations about financial safety often arise as families gather (this year: in-person or virtually) for the holidays. Join us to discuss financial decision making tools including general guides and resources for families approaching these conversations; as well as legal tools such as power of attorney or other fiduciary roles that may assist your clients in building financial decision-making plans. Please bring or send your questions ahead-of-time! (Questions you’d like to see addressed can be sent to katie.behrens@elderjusticemn.org)

Date

December 17, 2020

Address

Online

COST

Free

About

Conversations about financial safety often arise as families gather (this year: in-person or virtually) for the holidays. Join us to discuss financial decision making tools including general guides and resources for families approaching these conversations; as well as legal tools such as power of attorney or other fiduciary roles that may assist your clients in building financial decision-making plans. Please bring or send your questions ahead-of-time! Questions you’d like to see addressed in this session can be sent to katie.behrens@elderjusticemn.org.