Mia Brooks, Branch Manager with WaFd Bank will discuss common scams. Learn why seniors are targeted, red flags, and how to respond to scammers.
Gary Frisch, CPA, Landmark CPAs and Financial Advisors will discuss ways to reduce tax liabilities while supporting causes you care about, including information on the various Arizona Tax Credit Donations available.
Presenter: Kari Wilkins, CDP Senior Placement & Referral Specialist, Gentle Hearts Living Solutions Navigating senior living options can feel overwhelming, but it doesn’t have to be. Join us for an insightful session designed to help you understand when the time might be right for placement and what options are available for your loved one or … Continued
Presenter: Lora Johnson, Attorney at Law, Johnson & Associates, PLLC Johnson will discuss preparing for and the benefits of getting your estate in order.