Taking Charge: Planning for Your Health & Financial Future

Learn from our experts about the importance of planning ahead assuring you of the well-being of your financial future, your end of life wishes as well as how fiduciary services can help you manage your money and healthcare needs safely and wisely.

Topics Include:

• Importance of effective Estate Planning
• Your Advance Care Directive
• Fiduciary Services to fulfill your Estate Plan

Panelists:

Sally Bergman, Esq., Estate Planning Elder Law Attorney

Christina Irving, Family Caregiver Alliance

Rebecca Paul, Esq., Director of Fiduciary Services, Jewish Family and Children’s Services

A Q&A will follow the discussion.