MASTER
 
 

Q&A with Jon and Guest Speaker – Understanding the Role of a Fiduciary – Prescott

By Free Legacy Wealth Planning Seminar1 (other events)

Wednesday, February 21 2018 10:00 AM 11:00 AM MST
 
ABOUT ABOUT

Guest Speaker: Bonnie Shimko, CEO, of Arizona Care Managment Solutions
Bonnie’s presentation will help people understand how they can proactively be the Architect, Director, and Client of their own personal care plan and how a fiduciary plays into the plan.
Jon will also be available to answer questions, such as:
•  What protections are available in an estate plan?
•  What is a Mental Health Care POA?
•  What advanced directives should you have in place and why?
MH Prescott Office  (Map)
RSVP by filling in the form below, or email [email protected] or call (928) 778.2655

Free Legacy Wealth Planning Seminar1