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.

رجسٹر

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.

رجسٹر

سوالات? ممبر تعلقات سے رابطہ کریں.

ترجمے دستیاب ہیں

ہسپانوی، آسان چینی، روایتی چینی اور دیگر زبانوں میں ریئل ٹائم تحریری ترجمے فراہم کیے جائیں گے۔
Traducción escrita en tiempo real disponible en Español.
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提供中文實時書面翻譯。