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Dianne Williams Wildt, MBA
Certified Retirement Counselor®
Since 1983 in the financial services and investment industry
Retirement Pathways, Inc.
4500 Bowling Blvd., Suite 100
Louisville, KY 40207
Phone: 502-797-1258
Email: dianne@retirementpathways.com
Website: www.retirementpathways.com
May/June 2024
A Different Graduation Gift
Are you sending your new high school graduate off to college this fall, or do they have travel plans for the summer? Be sure to send them with medical and financial powers of attorney (POAs).
Why? Without a medical POA, if your adult child is hurt in an automobile or other accident, a hospital can’t legally give you any information about their condition. The staff can’t let you make important financial or medical decisions for your child.
With a financial POA, your student can authorize you to handle their financial transactions. As their agent, you can pay their bills from their accounts, file tax returns, monitor investments, deposit checks, and handle other transactions. No sending documents back and forth for the student’s signature. Your legal professional can execute POAs for your child.
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Investment advisory services offered through American Capital Management, Inc., a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Capital Management, Inc.
Retirement Pathways, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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