Please Join Us!
2024 Estate Planning Teleconference Series
October 22, 2024 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
(3rd floor, please enter through 6th St doors)
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Durable Powers of Attorney - An Essential Estate Planning Component
Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with diminished capacity, the assets comprising our clients’ wealth may be under the control of an agent for an extended period of time. It is important, therefore, that estate planning professionals ensure that each power of attorney is carefully designed to meet the client’s individual purposes and that its acceptance by third parties is optimized. The following critical issues will be discussed during this teleconference:
- Determining appropriate powers to grant to an agent
- Designing powers of attorney to help prevent financial elder abuse
- Liability risks for the agent
- Third parties dealing with the agent
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
***Please note, Cannon Financial Institute will no longer offer this teleconference series with individual logins. You must attend in person at the host site to be eligible for CE credits.
Pre-registration is appreciated, but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE