Broker Check
09 Sept
Kingsbridge Office Hours: Aging Parents & Finances

Description

Kingsbridge Office Hours are a series of open invitation sessions to call and ask questions one-on-one to financial professionals from Kingsbridge.

For this session, we will answer any question you have about Aging Parents & Finances. This is a sensitive topic with a lot of concerns, such as:

  • How does a Power of Attorney affect my mom's or dad's account?
  • What is the difference between a Power of Attorney and a Trusted Contact?
  • How can I protect them from fraud, exploitation and scams?
  • What happens if they make a request to their financial institution out of the ordinary?
  • When should I get help from an expert?

Call any time during the session to ask your questions one-on-one, we will answer anything and everything related to Aging Parents & Finances.

Please also forward this even to your friends and family, you don't need to be a client to to ask questions!

PPG-6512593.1 (3/24) (Exp. 3/26)

Date and Time

Tue, Sep 09, 2025

1:00p - 3:00p EST

Location

973-559-6488 x7 when you hear the greeting

PT2H

Event Registration

Will you be able to attend this event?