Planning with Purpose: A Financial Care Workshop with JP Morgan Chase

Life is not a solo journey—and planning ahead can bring peace of mind for you and your loved ones. Join JPMorgan Chase for an interactive workshop on creating a financial care plan.

In this session, you’ll learn:

• How to build a trusted financial care team (caregiver, contact person, advocate, beneficiaries).

• Which essential documents to have in place, from wills to powers of attorney.

• Practical tips for having important conversations about finances, health, and future goals.

Whether planning for yourself or supporting an older adult, this workshop will provide the tools and resources to ensure your wishes are clear and your future is secure.