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How to Properly Title Accounts
with Karl Kim, CFP, CLTC
July 8 @ 9:00 am – 10:00 am
For over the past 25 years, Karl Kim, Certified Financial Planner (CFP) , Certified Long-Term Care Financial Advisor (CLTC), has been helping families deal with healthcare crises. Come to learn about what it means to title your accounts and how to do it properly. You will also learn about what the Patriot Act is and why it is not that simple to title your accounts, what to have in place in case of emergency or incapacity, how to avoid disinheriting your grandkids, and so much more!
