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