Trust, but Verify: Safeguarding Your Legacy from Trustee Missteps & Fraud

How to Build an Estate Plan That Protects What Matters — Even When You’re Not Watching

We will address topics such as why high-net-worth women are especially at risk, red flags of trustee mismanagement, building fraud-resistant trust structures, choosing the right trustee, staying involved, and leaving instructions that get followed.

Speakers:
Melissa Gannon (CDFA, CFP)
Christina Worley (CPA)
Lori Fernicola (CFP)

Cost: $40 – includes Presentation, Happy Hour Refreshments