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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20240430T201500Z
DTEND:20240430T211500Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:"Gifting\, Insurance\, and More: The Versatility of a Financial Power of Attorney"
DESCRIPTION:Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: "Gifting\, Insurance\, and More: The Versatility of a Financial Power of Attorney" A Financial Power of Attorney isn't just a document\; it's a dynamic tool that empowers individuals to manage a wide array of financial matters\, from gifting to insurance and beyond. Beyond its traditional role in estate planning\, this legal instrument offers versatility and flexibility\, allowing designated agents to navigate complex financial landscapes on behalf of the principal. By exploring its diverse applications\, we uncover how a Financial Power of Attorney serves as a cornerstone in safeguarding assets\, executing financial strategies\, and ensuring peace of mind for individuals and their loved ones. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533
X-ALT-DESC;FMTTYPE=text/html:Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: &quot\;Gifting\, Insurance\, and More: The Versatility of a Financial Power of Attorney&quot\; A Financial Power of Attorney isn&#39\;t just a document\; it&#39\;s a dynamic tool that empowers individuals to manage a wide array of financial matters\, from gifting to insurance and beyond. Beyond its traditional role in estate planning\, this legal instrument offers versatility and flexibility\, allowing designated agents to navigate complex financial landscapes on behalf of the principal. By exploring its diverse applications\, we uncover how a Financial Power of Attorney serves as a cornerstone in safeguarding assets\, executing financial strategies\, and ensuring peace of mind for individuals and their loved ones. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533
LOCATION:Center 1280 E. Rosser Street Prescott\, AZ 86301
UID:e.2712.11893
SEQUENCE:3
DTSTAMP:20260515T133455Z
URL:https://www.pvchamber.org/events/details/gifting-insurance-and-more-the-versatility-of-a-financial-power-of-attorney-11893
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