POA 101: Power of Attorney Agent Essentials – You Have the Authority. Now what?

Event Details:

When someone names you their power of attorney agent, they’re placing their finances and decisions in your hands. This course covers exactly what you can and cannot do as an agent, how to make decisions that reflect the principal’s wishes, and how to protect yourself from liability. You’ll learn to navigate family dynamics and institutional requirements with confidence, backed by practical documentation strategies. A take-home workbook keeps you on track long after class ends.