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Planning for the future: What are your options when helping a loved one take care of their finances?

  • Presented By: Valley Caregiver Resource Center
  • Dates: December 17, 2024
  • Location: Valley Caregiver Resource Center
  • Address: 5363 N. Fresno St., Fresno, CA 93710
  • Phone: (559) 477-0343
  • Time: 12:00 PM to 1:30 PM
  • Price: 0

Description

Lunch and Learn
Planning for the Future: What are your options when helping a loved one take care of their finances?
Hybrid (in-person and virtual)
Tuesday, December 17, 2024
In-Person attendees: 11:30 am to 1:30 pm
Virtual Attendees: 12:00 pm to 1:30 pm

Registration Link: https://us06web.zoom.us/meeting/register/tZIqduqhpzksE9SvTkFHuqL_t22OqBYH5U35

“Planning for the Future: What are your options when helping a loved one take care of their finances?" is presented by Valley Caregiver Resource Center. This Lunch and Learn training is sponsored by Noble Credit Union. Our guest speaker from Noble will discuss best practices when helping a loved one take care of their finances. This discussion will include online banking, joint accounts, power of attorneys, conservatorships, beneficiaries, and trusts. Join us for this lunch and learn.

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