Tuesday, March 25, 2025 | 5:30pm | Virtual Attendance Available
Join attorney Jeanette Mullett-Meisel from Ohio Heritage Law and financial advisor Matt Mize from Primerica for a concise, informative discussion about estate planning. Learn how simple estate planning steps can offer peace of mind and protect your loved ones.
Topics include:
✅ Why a Power of Attorney (POA) Matters: How a POA ensures trusted individuals can manage financial and healthcare decisions if you’re unable to.
✅ Using a POA Effectively: Tips for choosing the right agent and understanding their role.
✅ Avoiding Probate: How strategies like trusts can help assets pass smoothly to your loved ones without court delays and expenses.
This presentation is ideal for anyone seeking practical, easy-to-understand information about planning for the future. Jeanette’s approachable style makes these important topics accessible and actionable.
About This Event
Tuesday, March 25, 2025 | 5:30pm | Virtual Attendance Available
Join attorney Jeanette Mullett-Meisel from Ohio Heritage Law and financial advisor Matt Mize from Primerica for a concise, informative discussion about estate planning. Learn how simple estate planning steps can offer peace of mind and protect your loved ones.
Topics include:
✅ Why a Power of Attorney (POA) Matters: How a POA ensures trusted individuals can manage financial and healthcare decisions if you’re unable to.
✅ Using a POA Effectively: Tips for choosing the right agent and understanding their role.
✅ Avoiding Probate: How strategies like trusts can help assets pass smoothly to your loved ones without court delays and expenses.
This presentation is ideal for anyone seeking practical, easy-to-understand information about planning for the future. Jeanette’s approachable style makes these important topics accessible and actionable.
Getting There
Stewart's Caring Place
3501 Ridge Park Dr.
Fairlawn, 44333
United States
