Monthly Q&A with Wendy
Guest Speaker: Christina Noz, VP, Mission Management
Choosing the Right Trustee for the Job.
Trustees safeguard your financial well being when you can’t. What are a trustee’s responsibilities? What skills should your trustee have to administer your trust successfully and effectively? This presentation highlights how selecting the best trustee can ensure that your wishes are carried out.
Wendy will also answer estate planning questions, such as:
• How should my financial plan and estate plan work together?
• What retirement assets should be included in my trust?
Atria Campana del Rio (Map) South of River Road and Via Ventura. (check in at the front)
RSVP by filling in the form below, or call (520) 320-5100