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Paul Sobotta, CLU®, ChFC®, CFP®, RICP®
Financial Planner
CA Insurance Lic. #4169793
Kyle Sobotta, CFP®
Financial Planner
Prudential Advisors
205 Washington Street
Arcadia, WI 54612
Phone: 608-323-7032
Fax: 608-323-7964
Email: paul.sobotta@prudential.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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Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing companies. 1-800-778-2255. Prudential and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial Inc., and its related entities, registered in many jurisdictions worldwide. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.
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