Meeting Title:
Life Passage Planning Project

Description of the Meeting:

•Objectives of the Life Passage Planning Project
•Background•Guiding Principles
•Benefits•The Challenge/True Objective of a Special Needs Trust
•Introduction to Integrated Community Services

Additional Information:

1. Reminder to park in the Trader Joe's parking lot across the street, please.
2. Our regular Mentoring meeting will be held immediately after from 9:45-10:45. If you are interested in becoming a fiduciary, please attend for this valuable learning.
3. Council on Aging is a scent-free environment.
4. Please print out a copy of the presentation if you would like one for the meeting. It will be sent to you prior to the meeting.

Speaker:
Irene Klein & Stephen W. Dale

Sponsor:
H.M. Vreeland Surety Bonding Services

Click Here to Register

CEU:
Person: 1.25

Meeting Price:
Members: $20
Non-Members: $30

Will food be served at the meeting?
Yes

Food and Menu Details:
Light breakfast of either quiche or breakfast burrito, with fruit salad, pastry, coffee, tea, and water. Vegetarian option available by request.

Management Level of Difficulty:
Beginning to Intermediate

AGENDA

8:00am
INTRODUCTIONS & GUESTS

8:00-8:15 
GENERAL BUSINESS MATTERS

8:15
INTRODUCTION OF SPEAKER

8:15-9:15
PRESENTATION

9:15 – 9:30
Q & A

9:30
CLOSE

Mentoring Meeting to follow 9:45-10:45

All new fiduciaries, fiduciaries in training (and experienced fiduciaries willing to share their experience) are invited.