Estate Planning: A Lunch & Learn – Castle Pointe At Baywinde

Presented by Timothy Pellittiere, Esq., Pellittiere & Jonsson, PLLC

Join us for an informative and empowering session on protecting your financial assets.

You’ll learn:

• How to set up a POA (power of attorney)

• What a trust is, why you might need one and how to get started

• Strategies to protect yourself from financial abuse

• The right way to select a trusted advisor to assign as a financial POA

We’re providing lunch, so you can continue the conversation with friends.