No registration required ☺️
Nov. 4th – Identity Theft Basics
Gain an understanding of identity theft, its impact, and methods for prevention and investigation.
Nov. 18th –Financial Exploitation
Learn to recognize, prevent and report financial exploitation of older adults. Understand tools that help protect elder's finances.
Dec. 2nd – Establishing Fiduciaries
Fiduciaries are individuals or entities entrusted with managing assets during estate planning. Learn about their legal and ethical duty to act in your best interests when managing affairs with
diligence and loyalty.
Dec. 16th – Navigating Trust Accounts
Learn how to establish a trust, its benefits, and the legal requirements involved. We aim to empower you with the knowledge to secure your assets and ensure your wishes are honored.
For more information, visit our website at:
💻 www.visionsfcu.org/walletwellness
📧 email:
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☎️ phone: 800-242-2120 ex. 10900
Also check out other Workshops in Johnson City.
