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Protecting Your Wishes

Provided by TechGirl Financial

In our final podcast of the Professional Education Series, Barbara Pretlove, Estate Planning Attorney at Pretlove Law joins us to talk about why it’s so important to establish your estate plan and legal documents. As part of the discussion, we explore how wills, trusts, powers of attorney and health care directives can ensure your wishes are carried out while alive, especially if suffering from dementia or medical conditions, and after you pass away.

Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and  LinkedIn. 

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies. Cambridge does not offer Legal Advice.

estate planning, financial planning, Financial Professional, long term care, podcast, wealth management, wellness, will and trust

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.

Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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