59 Minutes to promoting the well-being, safety and independence of Florida’s seniors, their families and caregivers.

Learning Objectives:

• Navigating finances, legal matters and the everyday activities as the head of the household
• Understanding health care surrogate, power of attorney and trustee roles
• Understanding joint owner titling of bank accounts and investments
• Digital assets – access issues with email and smart phones; computer vulnerabilities
• Identify various scams and the risks associated with not having appropriate oversight
• Understand the emotional, personal and financial circumstances that can contribute to exploitation – romance scams, online obituaries
• Learn how to recognize exploitation and take appropriate steps to mitigate the harm

December 2, 2021 | 12:00 PM – 1:00 PM
Ispiri community center, Avow campus
RSVP (239) 430-3184 or 59minutes@avowcares.org

Presented by:

Shelly R. Perry
Co-Founder & CEO
Shelley is a trust and estates attorney who has also held senior fiduciary planning and administration positions in a multi-family office and corporate trust department, in addition to practicing in a boutique estate planning law firm.

Linda O. Flores
Co-Founder & COO
Linda has more than 25 years of experience in corporate banking and management. Her extensive and varied roles as a banker enables her to currently serve as a professional fiduciary and professional guardian in the State of Florida.

As a professional fiduciary, we can serve as our clients’ independent trustee, agent under a Durable Power of Attorney, Healthcare Surrogate or Personal Representative for those who have no one else to protect them. Our fiduciary services often serve as a starting point for building a client’s life care management program, which can range from legal and financial needs to medical issues, and emotional and social well-being.