PROSERVE Staying Strong, Safe & Independent: The Keys to Aging in Place
When
10:00 AM to 11:30 AM
Where
3491 Mt. Diablo Blvd
Lafayette CA 94549
Price
Planning ahead is one of the most caring things we can do for ourselves and our families. This month, three outstanding professionals are coming together to help you understand the essentials of estate planning, fiduciary care, and financial readiness. Whether you're just starting or revisiting your plan, this gathering is designed to give you clarity and confidence.
What You'll Learn
• How to create or update your estate plan
• The role of a fiduciary and when you need one
• Protecting your assets and your independence
• Power of attorney and healthcare directives
• Avoiding probate pitfalls and family conflict
• Financial strategies for aging in place
Why Planning Ahead Matters
A thoughtful estate plan gives you peace of mind, reduces the chance of family conflict, and protects your independence as you age. It ensures your wishes are honored and your loved ones are never left guessing. Planning today means less stress tomorrow.
Light breakfast bites and coffee served
To RSVP: Please email [email protected]
