Topic: Guardian Tool Kit Speaker: Theresa L. Barton has developed a fun and creative 50 minute educational training presentation with great handouts, and approved C.E.’s about doing property inventories. The “Guardian Tool Kit” presentation is fun and engaging; we also include a toolbox full of some things to bring when doing an initial inventory – to give away… Continue Reading Guardians Only Gathering – Lee County
Topic: Beware of Frauds and Scams Speaker: Lee County Sheriff's Office Stay Smart, Stay Secure! An opportunity to learn best practices in keeping information and assets safe. How to spot and avoid scams and what to do if you become a victim of fraud. C.E.’s pending. In person or online: RSVP to Ginny Yates if you can… Continue Reading Guardians Only Gathering – Lee County
Conducting the Initial Guardianship Assessment Come hear Chris Austin, President of Florida Financial Agent, LLC discuss the statute 744 requirements for your initial assessment of your ward and the execution of your plan of care. Learn the details that you need and best practices to go about retrieving those details. C.E.’s approved. Identify necessary items… Continue Reading Guardian Only Meetings, Lee County