ESTATE PLANNING + ASSET PROTECTION WORKSHOP

Asset Advocate Academy

Participants will learn about their legal responsibilities, safeguarding the principal’s wishes, preventing exploitation, and managing assets and health care decisions.

Cost: $50/person to reserve a spot. Refundable for Legacy and Harmony FamilyCare members and their Advocate upon attendance. Choose the date that works best for you.

RSVP NOW

Thursday, January 16th at 12:00pm

OR

Saturday, January 18th at 12:00pm

Join us on Zoom

Klea Harris

Personal Family Lawyer®

Angel Advocates, PLLC

Each Session Includes:

60 minutes of training
30 minutes of Q&A
Small group sizes (limited to 3 attendees per client unit) and attendance capped for personalized support
All sessions are held on Zoom and hosted by Klea.

Upgrade your FamilyCare membership to access these resources for free! For details, contact Julie at Julie@angeladvocateslegal.com.

Looking forward to helping you and your advocates prepare for the future!

In this free workshop, you'll discover...

This comprehensive training equips individuals appointed as Power of Attorney or Trustee with the knowledge and tools to fulfill their roles effectively upon your incapacity.
Participants will learn about their legal responsibilities, safeguarding the principal’s wishes, preventing exploitation, and managing assets and health care decisions.
The training emphasizes clear communication, purpose-driven decision-making, and collaboration with advocates and attorneys.
Interactive components include guided questions, resource overviews, and note-taking opportunities to personalize learning and build confidence in managing these essential responsibilities.