There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to to reserve your space.

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Financial Planning for Aging Parents Workshop

  • The Marq 285 Shady Oaks Drive Southlake, TX, 76092 United States (map)

Helping adult children manage financial planning topics for their aging parents, including identifying when it may be time to provide the parent assistance. Other topics include account titling, power of attorney, estate planning & gifting, long-term care, identity theft, and required investment distributions.

Earlier Event: July 13
Financial Planning 201 Workshop
Later Event: August 8
Financial Planning 101 Workshop