Who’s Who on Your Financial Care Team

Event Description
Planning for your future means more than just finances—it means having the right people in place to support your decisions.

In this session, guest speaker Maria Hazan-Cohen will walk you through the key roles involved in managing and protecting your financial and personal well-being. She will help you understand who these individuals are, what responsibilities they hold, and how to choose the right people you trust.

You’ll learn about:

• Beneficiaries and how to designate them
• Financial caregivers and their responsibilities
• Trusted contact persons and advocates
• Financial and Medical Power of Attorney
• Wills and healthcare directives

Whether you are just starting your planning or looking to update existing arrangements, this webinar will provide practical guidance to help you make informed decisions with confidence.