Trusted Persons to Help with Financial Responsibilities as You Age
- Author
- Henssler Financial
- Published
- Tue 14 Sep 2021
- Episode Link
- None
Original Air Date: September 11, 2021
Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
Read the Article: https://www.henssler.com/trusted-persons-to-help-with-financial-responsibilities-as-you-age
