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What's a Professional Fiduciary? (and, will I need one?) - November 6

Wed, Nov 06

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Walnut Creek Presbyterian Church

Come learn from our experts on how a professional fiduciary can help you.

What's a Professional Fiduciary? (and, will I need one?) - November 6
What's a Professional Fiduciary? (and, will I need one?) - November 6

Time & Location

Nov 06, 2024, 10:00 AM – 11:30 AM

Walnut Creek Presbyterian Church, 1801 Lacassie Ave, Walnut Creek, CA 94596, USA

Guests

About the event

There are many reasons why you might need a professional fiduciary. 

For example, if you are unable to manage your own finances or make your own decisions due to age, illness, or disability, a professional fiduciary can help you do so. 

Professional fiduciaries can also provide valuable assistance with estate planning, trust administration, and asset management. 

Come learn from our experts on how a professional fiduciary can help you.

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