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. Holliday, J.D. C.P.A.,
Partner, Blum Firm
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!