Financial Estate Planning
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Course Highlights:
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Delivery Method: Virtual via Zoom
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Session Date & Time: Wednesday, March 26, 2025 @ 7:00-9:00 PM
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Course Facilitator (External Presenter): Shelley Toland/Milena Day
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Job Role: Capacity Assessment Coordinator/ TIRP Coordinator
Course Description:
Participants will learn more about the Capacity Assessment Office, the responsibilities of the office, personal care assessments, assessment steps, and more. Participants will also learn about the Substitute Decision Act and what is a continuing power of attorney.