Advanced Planning - Your parents legal and financial documents
Free ProgramIn-PersonFinancial & Legal Planning
SEP21
Monday, September 21, 2026
6:30 PM – 8:00 PM ET

Advanced Planning is an important part of preparing for the future, especially for senior citizens and their families. Having legal and financial documents in order ensures that a person's wishes are clearly understood and can be honored if they become unable to make decisions for themselves. Important documents may include a will, power of attorney, healthcare directives, financial information, insurance policies, and other estate planning documents. Taking the time to organize these matters can reduce stress and confusion for loved ones, help protect assets, and provide peace of mind.
