Thursday, May 22, 2025 | 2:30-3:30pm | Registration Required
Join attorneys Morgan Barth, Esq. and Jennifer Brown, Esq. from Bixler-Moore LLC 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.
✅ Direct Beneficiaries or Delayed Distributions: Options for protecting your beneficiaries' inheritance.
✅ 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. The approachable style of our presenters makes these important topics accessible and actionable.
About This Event
Thursday, May 22, 2025 | 2:30-3:30pm | Registration Required
Join attorneys Morgan Barth, Esq. and Jennifer Brown, Esq. from Bixler-Moore LLC 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.
✅ Direct Beneficiaries or Delayed Distributions: Options for protecting your beneficiaries' inheritance.
✅ 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. The approachable style of our presenters makes these important topics accessible and actionable.
Getting There
Stewart's Caring Place: Aunt Susie's
2813 Whipple Ave NW
Canton, 44708
United States
