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Lisa Kellum, owner of Financial Wellness Advocates LLC will present the benefits of appointing a professional Trustee or Power of Attorney to help manage family business.

Appointing a professional Trustee and Power of Attorney may be the best solution for you. Many people do not know this is an option and often appoint family members or friends that may not be suited for these roles. An experienced third-party Trustee and Power of Attorney will perform these duties in an objective manner and will address real or perceived conflicts of interest as they arise. If you are interested in learning more, please join us on Thursday, October 29th at 11am on this Zoom presentation.

Virtual Online Zoom Event

Event Date: Thursday, October 29
Time: 11:00am


Click here to RSVP. Instructions on how to log on to this virtual Zoom event will be sent via email. Click here to learn more about Zoom.


Presented by Lisa Kellum – President & Personal Financial Advocate, Financial Wellness Associates LLC

Learn more about Financial Wellness Associates LLC here.