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A Professional Fiduciary is usually involved with the management of assets and may be responsible for the general well-being of someone. Fiduciaries must act on behalf of others and are required by law to put clients’ interests ahead of their own. Whether married with children or aging solo, many people today are turning to fiduciaries for asset and healthcare management for their later years and after death.
Café Mortel welcomes Professional Fiduciary Jacquelynne Ocaña of Specialized Services for Law Firms. She will speak about the role of fiduciaries in clients’ estate administration and the unique and personal partnership her firm offers for overseeing their clients’ healthcare needs.
Come to the East Rec on Wednesday, May 15, at 3:00 till 4:00 to learn how fiduciaries may best serve clients’ health and financial interests when they need it most.
Zoom is available:
Meeting ID: 823 4173 8250
Passcode: 508353
A recording of the meeting will be posted on the OVA website within the following week. Questions: linda@autumnoflifeplanning.com
