Cornerstone Bank is pleased to sponsor this presentation by Christopher Mallon, LPL and Carol Barton, Esq. who will present Managing Finances: A Caregiver’s Guide to Planning for the Future. Come and learn the benefits of early financial & legal planning when caring for a loved one with dementia. 

Topics to be covered include: 

Power of attorney

Estate planning

Beneficiaries

Legalities of handling finances

Christopher Mallon is a Vice President and Program Manager for The Capstone Planning Group. He is also an LPL Registered Principal and Investment Advisor with many years of experience. Carol F. Barton is an attorney with Estate Preservation Law Offices. Her practice concentrates on estate planning, estate and trust administration, elder law and Medicaid planning, and special needs and disability planning. Carol also represents clients in various probate matters including estate administration, guardianships and conservatorships.

This is a Dementia Friendly Charlton event. All are welcome. Registration is encouraged but not required.