[Nov 12] Life Planning: As You Age (Albuquerque, NM)

Type: seminar Date: November 12 Time: 09:30 AM - 10:30 AM Venue: NEW MH Albuquerque Office, 8208 Louisiana Blvd NE, Ste C, Albuquerque,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:NEW MH Albuquerque Office DESCRIPTION:  Life Planning: As You Age Hosted by: Morris Hall attorneys Jim Plitz and Lisa Wynn Guest Speaker: Nancy Oriola with Aging Life Nancy will be covering topics such as: Planning financially, medically Best strategies for home sale, Power of Attorney, health care and more.  Jim and Lisa will also answer your estate planning questions, […] ADDRESS:8208 Louisiana Blvd NE, Ste C DTSTART:20191112T093000 DTEND:20191112T103000 URL;VALUE=URI:https://morristrust.com/seminars/nov-12-life-planning-as-you-age-albuquerque-nm/ SUMMARY:[Nov 12] Life Planning: As You Age (Albuquerque, NM) LOCATION:NEW MH Albuquerque Office, 8208 Louisiana Blvd NE, Ste C, Albuquerque, PHONE: DTSTAMP:20210925T215757 UID:614f9b65f2b61 END:VEVENT END:VCALENDAR
      [Nov 12] Life Planning: As You Age (Albuquerque, NM).ics

 

Life Planning: As You Age

Hosted by: Morris Hall attorneys Jim Plitz and Lisa Wynn Guest Speaker: Nancy Oriola with Aging Life

Nancy will be covering topics such as:

  • Planning financially, medically
  • Best strategies for home sale, Power of Attorney, health care and more. 
Jim and Lisa will also answer your estate planning questions, such as:
  • What documents are needed for a Power of Attorney?
  • What is "Living Probate"?
  • Why should I have my trust reviewed?

Seating is limited.  RSVP by filling in the form below or call (505) 889-0100

MH Albuquerque Office (Map) More about our guest speaker:

Nancy is a licensed clinical social worker, a certified care manager, a National Master Guardian and since 1989, a Certified Financial Planner®. She spent a decade as an independent financial advisor before obtaining a master’s in social work. Nancy founded and continues to work with three age-related companies over the last 20 years. She has taught gerontology classes at the master’s level, presented often on age related topics at conferences and has served as an officer and member of several boards.

Nancy is the immediate past-president of the New Mexico Estate Planning Council as well as past-president and board member of the New Mexico Guardianship Association. Nancy is also a member of the Aging Life Care Association™ and the National Guardianship Association.

Nancy is a part of that Boomer group that sees retirement as a time of doing more of what you want and love and enjoy. For her that continues to mean innovating new ideas and services to help others.

 
Event is due and cannot be registered at the moment