Financial & Legal Consultation
Support persons are encouraged to attend any of the below appointments. Financial consultations are supported by Huntington-Akron Foundation. All consultations are currently offered by phone. Support persons are encouraged to join the call.
Financial Planning
Manage your 401k options, insurance information, retirement goals, and investments. Support persons are encouraged to join the call. Appointment times and days vary.
Debt Management
Learn about debt resolution strategies during a comprehensive family budget review. Support persons are encouraged to join the call. Appointment times and days vary.
Social Security and Disability Consultations
Individuals and their support persons who are seeking information about Social Security or Disability are encouraged to meet with one of our professionals for a 30 minute consultations.
Wills, Trusts and Estate Planning Consultations
Receive assistance with estate planning, living wills, wills, medical power of attorney and trusts. Whether you’re simply looking to know what options are available to you, or protecting both you and your family’s future, this is an opportunity you should not miss. 45-minute appointments.
Bankruptcy Consultations
Our professionals will help with answering questions on filing and education.
Medical Debt Consultation
Receive assistance with comprehension of medical insurance and negotiation of medical bills and claims.
Insurance Consultations
Planning for Peace of Mind: Power of Attorney & Avoiding Probate with Estate Planning
Stewart’s Caring Place
Aunt Susie’s Cancer Wellness Center
2813 Whipple Ave NW
Canton, OH 44708
Join attorneys Morgan Barth, Esq. and Jennifer Brown, Esq. from Bixler-Moore LLC and financial advisor Matt Mize from Primerica for a concise, informative discussion about estate planning. Learn how simple estate planning steps can offer peace of mind and protect your loved ones.
Topics include:
✅ Why a Power of Attorney (POA) Matters: How a POA ensures trusted individuals can manage financial and healthcare decisions if you’re unable to.
✅ Using a POA Effectively: Tips for choosing the right agent and understanding their role.
✅ Avoiding Probate: How strategies like trusts can help assets pass smoothly to your loved ones without court delays and expenses.
This presentation is ideal for anyone seeking practical, easy-to-understand information about planning for the future. Jeanette’s approachable style makes these important topics accessible and actionable.
In Person Only