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Fitzpatrick to Address Planning for Incapacity Issues at Financial Planners Seminar

November 02, 2023

Estate Planning and Wealth Preservation Attorney Marissa Fitzpatrick will be presenting "Planning for Incapacity: Guardianships and Powers of Attorney" on Thursday, November 9, from 9 to 11 a.m. for members of the Toledo Chapter of the Society of Financial Planners at Venture Visionary Partners, 5520 Monroe Street, Sylvania. Marissa is on the morning's agenda along with Attorney Laurie Watson-Rotterdam, Watson Law, Maumee.

Check in and breakfast begins at 8:30 a.m. with presentations from 9 to 11 a.m. There is a member and non-member rate. Two hours of Continuing Education is pending approval in Ohio and Michigan for CLE, CFP, CPE, and PACE.

To learn more and to make reservations, go to: https://societyoffsp.org/toledo/event/trusts-guardianships-101/

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