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

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

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

    By | Education, Event, Fort Worth, Past | Comments are Closed | | 0

    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.,
    Partner

    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 —>>

    Elder Finances, Fort Worth, TXWSW

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    The benefits of membership in TXWSW are myriad and include the ability to connect to some of the top women in finance through both networking and philanthropic events.

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    EMAIL info@txwsw.com

     

    CONTACT US

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