Episode 45: Healthcare Power of Attorney Part IV

The Wisdom and Wealth Podcast

Dec 28, 2022

Welcome to this week’s Wisdom and Wealth Podcast. This week’s conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week’s episode we cover

1. Best practices for assisting aging parents

2. How has COVID 19 changed this process

3. What happens if you don’t have this process in place prior to an event

Thank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you have ideas for a future conversation.

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JOSH KLOOZ, CFP®, MBA
WEALTH ADVISOR

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
jklooz@carsonwealth.com

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

Music by bensound.com

1. Best practices for assisting aging parents

2. How has COVID 19 changed this process

3. What happens if you don’t have this process in place prior to an event

Thank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you have ideas for a future conversation.

The Wisdom and Wealth Podcast

Episode 45: Healthcare Power of Attorney Part IV

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