Estate Planning: A Lunch & Learn: Presented By Timothy Pellittiere, Elder Law Attorney – Castle Pointe At Baywinde

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

While you’re here, we’d love to take you on a tour. Lunch will be provided.