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SUMMARY:Who's Who on Your Financial Care Team
DESCRIPTION:Join us to learn how to build your Financial Care Team\n\n\nEvent Description\nPlanning for your future means more than just finances—it means having the right people in place to support your decisions. \nIn 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. \nYou’ll learn about: \n\nBeneficiaries and how to designate them\nFinancial caregivers and their responsibilities\nTrusted contact persons and advocates\nFinancial and Medical Power of Attorney\nWills and healthcare directives\n\nWhether 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.
URL:https://jfsdallas.org/event/whos-who-on-your-financial-care-team/
CATEGORIES:Career & Financial Coaching
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