Estate Planning 101 – There are many roles you may be asked to play in your loved one’s estate plan, and roles you will ask your loved ones to undertake on your behalf. We will help you better understand what it means to be a personal representative named in a will, a trustee of a trust, attorney-in-fact under a Power of Attorney and an agent under an Advanced Directive. Presented by Melinda Sanders, Quinlivan & Hughes, P.A.
Health Care in Retirement – If you are nearing retirement or have recently entered retirement, health care is a top area of concern for planning. We will help you better understand Medicare eligibility, what to expect for cost of healthcare in retirement, and implications of an unexpected health event both for you and your loved ones. Presented by Laurie Humprehy, RICP, BFA.
This will be held on Tuesday, September 26th at 5:00pm. Please RSVP for location details as space is limited. www.granitefinancial.net/events