Workshop: The Importance of Powers of Attorney (CATALYST)
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The Importance of Powers of Attorney
Power of attorney documents allow you to prepare in advance for incapacity by appointing an agent to act on your behalf.
• Financial powers of attorney – Appoint someone to help with personal affairs like banking, real estate and retirement accounts when you can’t act yourself.
• Healthcare directives – Choose a loved one to make medical decisions on your behalf using a healthcare power of attorney, mental healthcare power of attorney and living will.
With 13 years of banking experience, I found my true passion in Estate Planning! I love knowing that I am helping our members (and non-members) secure their legacies. My goal is to help build a plan they are comfortable with and creating a smooth transition for their loved ones upon their incapacity or death.
On a personal note – I love to cook, I love to travel, I am an obnoxious gymnastics/soccer mom that proudly shouts when they do something cool, I love to watch TV shows with my husband and I truly truly love my job that doesn’t even feel like a job.
This workshop is made possible, in part, by these Foundation Donors:
When you attend this event, you enter an area where photography, audio, and video recording may occur. By attending, you consent to such recording media and its release, publication, exhibition, or reproduction, including but not limited to marketing, promotional purposes, publication, distribution, and public display, without further authorization or compensation.
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Workshop: The Importance of Powers of...
Date and Time
Wednesday May 7, 2025
8:30 AM - 10:00 AM MST
Location
The CATALYST
119 N. Gilbert Road, Ste. 102
Gilbert, AZ 85234
Fees/Admission
FREE Workshop
Advance Registration Required
Contact Information
Nicole Charmoli
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