Our Lifelong Learning Team brings you:
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More Detail: Our May event continues our January discussion around serving and protecting our senior clients and their family members. Three Arizona State representatives will discuss ABLE accounts for disabled family members receiving government assistance, best practices and resources to detect, report and manage senior financial abuse, and resources to support exhausted family caregivers. Lastly, what does a client-in-need do when they have no trusted family or friends to make critical healthcare and financial decisions on their behalf? Who can manage and settle their estate and trusts once they are gone? A very special fourth speaker will educate us on the ins and outs of using a private fiduciary.
Program approved for 3 hours of CE for CFP(R) candidates and 2 hours of CE for life insurance professionals.
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: 9:00AM - 1:00PMPhone: 480-483-9035Fax: 480-922-5283
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