Senior Lunch & Learn - Smart Steps for Account Planning

Learn how account types like single vs. joint ownership can impact future financial decisions, inheritance, and control. This class will also cover the importance of adding beneficiaries, using ITF (In Trust For) designations, and understanding the roles of Power of Attorney (POA) and Wills in estate planning.

Speakers:

Julie Mikolich, Assistant Vice President and Senior Personal Banking Officer, 1st Summit Bank

& Ken Szczur, Vice President and Relationship Banking, 1st Summit Bank

Y members only: This program is FREE however, space is limited so don’t wait to register!

You may also like the following events from Greater Johnstown Community YMCA:

• This Monday, 11th August, 11:00 am, Member Potluck in Johnstown
• Next month, 3rd September, 11:30 am, Senior Craft Day - Diamond Art Magnets in Johnstown
• Next month, 12th September, 06:00 pm, Corks & Cocktails: 15th Charity Wine Auction in Johnstown

Also check out other Business events in Johnstown, Workshops in Johnstown.