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Upcoming Events

Oleary (Bill) High Res 220 (002)-1

PROTECTING VULNERABLE ADULTS

William O'Leary, JD, LL.M (Tax)
Legacy Planning Law Group
Attorney

November 17, 2022

11:30am - 1:00pm

Attendees will dive deep into areas of estate planning that are sometimes overlooked or misunderstood.  Some key areas financial advisors should better understand include:

  • Freezing Assets by Advisors
  • Determining Legal Capacity
  • Determining Undue Influence
  • Power of Attorney vs. Trust - Which is Better

RSVP by November 14th. 

Click here to RSVP now!

About the speaker




SAVE THE DATES

2023 Chapter Meeting Dates

January 26
February 23
March 23
April 27
May - TBA
June 22
July & August - no chapter meeting scheduled
September 28
October 26
November  16
December - no chapter meeting scheduled