Workshop in Surprise set to explore fiduciaries in legal matters
Benevilla has scheduled a free educational workshop that explores the role fiduciaries play in managing financial, legal and healthcare decisions when individuals can no longer do so themselves.
Courtesy Benevilla
Benevilla has scheduled a free educational workshop that explores the role fiduciaries play in managing financial, legal and healthcare decisions when individuals can no longer do so themselves.
“Building Trust, Delivering Value: The Fiduciary Commitment” will be presented from 1:30 to 2:30 p.m. on Tuesday, Oct. 21 at the Benevilla Main Campus, 16752 N. Greasewood St.
Lisa Weide, of Professional Community Services, will present the session, where attendees will learn the following:
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Workshop in Surprise set to explore fiduciaries in legal matters
Benevilla has scheduled a free educational workshop that explores the role fiduciaries play in managing financial, legal and healthcare decisions when individuals can no longer do so themselves.
Courtesy Benevilla
Posted
Benevilla has scheduled a free educational workshop that explores the role fiduciaries play in managing financial, legal and healthcare decisions when individuals can no longer do so themselves.
“Building Trust, Delivering Value: The Fiduciary Commitment” will be presented from 1:30 to 2:30 p.m. on Tuesday, Oct. 21 at the Benevilla Main Campus, 16752 N. Greasewood St.
Lisa Weide, of Professional Community Services, will present the session, where attendees will learn the following:
When a fiduciary may be needed.
What responsibilities fiduciaries hold.
How to select the right person or professional.
This workshop will provide guidance for families and caregivers to help protect themselves or loved ones.
“As life circumstances change, it’s important to understand the safeguards a fiduciary can provide,” Weide said. “This workshop gives families the tools they need to make thoughtful, informed decisions.”
To learn about this and other upcoming Benevilla education events, visit benevilla.org/workshops.
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