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Re-Inventing Aging

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Proactive Planning for Financial, Legal, and Health — Consider a Fiduciary!

The words "Fiduciary Duty" inscribed in a seal with legal sales, next to a photo of event speaker Pablo O'Brien

September 21, 2022 , 11:00 am – 12:30 pm PDT

Free

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.

Guest Speaker

Pablo O'Brien, CLPF, a white man in his fifties with a receding hairline, wearing a blazer and a button-down shirt and standing in front of shelves full of legal books

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.

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Moderator

Paula Wolfson, LCSW

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.

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Location

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.

How to Participate

To register, click the button below or email register@avenidas.org with #9090 in the subject.

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