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Proactive Planning for Financial, Legal, and Health — Consider a Fiduciary!
September 21, 2022 , 11:00 am – 12:30 pm PDT
Avenidas Care Partners Town Hall
Learn how a fiduciary can help manage your financial, legal, and health matters in the event you need assistance and/or require a proxy decision maker. Guest speaker Pablo O’Brien, CLPF, will discuss how he supports his clients by getting to know their values, lifestyle preferences, significant others, and professional support teams. A good fiduciary will work with clients and family in an empathetic, respectful, and comprehensive way.
Pablo will complete his session and follow with Q & A.
Pablo O’Brien, CLPF
California Licensed Professional Fiduciary and National Certified Guardian, South Laurel Group
After graduating with an MBA in Finance from UCLA, Pablo worked as a Silicon Valley executive for almost 30 years. His job is to help clients navigate their financial challenges.
Paula Wolfson, LCSW
Manager, Avenidas Care Partners
Paula Wolfson is an elder care social worker with over 30 years on the front lines of patient care advocacy. Paula facilitates multiple caregiver support groups, conducts elder care consults, and is active on the Palo Alto Age Friendly Committee.
This session is offered via Zoom. Log on information will be emailed to registered participants.
Please stay muted when you join and post questions in the chat line.