The Power of Proactive Planning: Panel Discussion

Join Attorney Michael Longyear and the Aging Wisdom organization and a financial advisor from JP Morgan on March 29th, 2023 for a panel discussion titled The Power of Proactive Planning: The Essentials to Aging Well.

The proactive planning panel discussion will explore legal issues: what legal documents are appropriate; when should they be prepared; and considerations for who you should name as fiduciaries and agents in your legal documents.

The panel will also explore financial issues: what specific bank documents can be added to your legal planning? How do beneficiaries, titles, and designees fit into the puzzle? What other financial considerations should you be keeping in mind?

In addition, the panel will explore the options available if your health or memory changes as well as costs to expect.

Attorney Longyear will be joined by Lisa Mayfield (aging life care consultant), Tim Howell (financial advisor) and additional fellow Rainier Club members to discuss this important and timely topic. We’ll make talking about aging fun!

The discussion will take place March 29th at 5:30 PM, with a no-host 6:00 PM dinner followed by the panel presentation and Q&A.

Friends and family members are welcome.