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How to Talk to a Person who is Vulnerable about Adding a POA: A Financial Firm Perspective

In this webinar, Tara Ambrose, Senior Manager of RBC Wealth Management’s Client Risk Prevention team, discusses best practices for approaching what can be an unconformable conversation with a vulnerable person to add a power of attorney for oversight and support. This presentation will include specific talking points, potential alternatives, and resources.

BELTSS CE approval MN23-6016

Feb 23, 2023 12:00 PM in Central Time (US and Canada)