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.
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 Cher@ClintsmanFP.com to reserve your space.