Financial Planning Series
Start the new year off with a Member and Family Forum about Financial Planning, featuring James Traylor.
Session Two: Documenting Your Plan
Online Thursday, February 13, 2025, from 5:30-6:50 p.m.
Understanding the role legal work plays is an important part of long-term planning. In this session, you will walk away with an overview of the basics on how to structure your wishes and create a plan for your loved one.
Session Three: Building the Team
Online Thursday, March 13, 2025, from 5:30-6:50 p.m.
Who will be there for your loved one in the future? Creating your team starts today. Learn the differences between guardians, health care proxies, rep payees, and trustees.
Questions? Contact Member Relations.
Translations Available
Real-time written translations in Spanish, simplified Chinese, traditional Chinese, and other languages will be provided.
Traducción escrita en tiempo real disponible en Español.
提供中文实时书面翻译。
提供中文實時書面翻譯。