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Trustee and Power of Attorney Training School Webinar
February 12, 2022 @ 10:00 am - 11:30 am
Do your loved ones know what to do with your estate plan in case of a sudden death or emergency?
We are offering a one-of-a-kind workshop designed for you, your family, and anyone involved with your estate plan, such as Successor Trustees, Executors, and Power of Attorney agents. Attendees will learn about the tools of your estate plan, the roles that various people will play, and what information they will need.
Our program will provide a curriculum of written materials and Live Q&A private chat sessions. Case studies will be used to apply the real-life concepts that you, your family, or other representatives may need to know.
Webinar Topics Include:
What is a fiduciary and what do they have to know?
The role of your fiduciaries when you die or become incapacitated.
Common mistakes and myths.
Practical tips on being a trustee, executor or POA agent.
We strongly encourage you to have everyone who is appointed in your estate plan attend this FREE “Training School” webinar!
The Chamber is a nonprofit membership organization working to create a vibrant local economy, celebrate the arts and connect the community.
We partner with businesses to support, promote and advocate for their interests; and to connect and build relationships and attract people to South Pasadena.
Contact Us
MAIL:
PO Box 3446
South Pasadena, CA 91031
OFFICE:
1121 Mission Street
South Pasadena, CA 91030
Tuesday – Friday
10am – 5pm or by Appointment.
PHONE:
(626) 441-2339
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