Please join TXWSW Fort Worth for a Panel Discussion on Elder Finances

Joelle Mevi

Please join TXWSW Fort Worth for a panel discussion  over breakfast on the topic of elder finances:  how to recognize when our older loved ones are having difficulty managing finances, how to protect against elder fraud/scams and what to do if your loved ones are victims, what is guardianship and when is it appropriate, options for elder financial assistance, power of attorney, planning the transition of finances and how to delicately start the conversation.

Aimee L. Stone, J.D.,

Moses, Palmer & Howell
W.M. (Mack) Lawhon, C.P.A.
Chairman, Weaver Accounting Firm
Amanda L. HollidayAmanda L. Holliday, J.D. C.P.A.,
Partner, Blum Firm
Joelle MeviJoelle Mevi
Panel Moderator
Executive Director/CIO
Fort Worth Employees’ Retirement Fund

One (1) hour of basic CPE credit will be available, and there are no prerequisites.

When: Wednesday, April 19, 2017
7:30 a.m. – 9:00 a.m.

Where: Fort Worth Club, 306 West 7th Street, Fort Worth, TX 76102, Camellia II Room

Cost: Paid Members: $25;  Basic/Free Members and Guests: $29;  Student Members: $20
Cost includes breakfast and panel discussion.

Parking: free before 10:00 a.m.

Capacity for the event is 50, so get your ticket early to avoid disappointment!

Click Here to Register for this Event —>>

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