PLANNING FOR THE FUTURE SERIES WITH JAMES TRAYLOR AND RIVENT PARTNERS
Documenting your plan
Tuesday, October 24, 6–7 p.m. 
Understanding the role legal work plays is an important part of long-term planning. In this session, you will walk away with an overview of the basics of how to best structure your wishes and leave a plan in place.
Building the team
Tuesday, November 28, 6–7 p.m.
Who will be there for your loved one in the future? Creating your team starts today. Learn the differences between guardians, Health Care Proxy, Rep Payees, and Trustees.
JAMES TRAYLOR
President, Rivent Partners
James is a speaker, advocate, and professional in the disability space. He specializes in working with families across New York State to create a plan for the future.
With more than 14 years of experience, Rivent Partners has become a trusted resource for those looking for a partner in planning for today and tomorrow. Rivent specializes in trust funding strategies, estate planning, and retirement design. Rivent’s multigenerational planning approach considers your needs today and anticipates planning needs and outcomes for a secure future.
Questions? Contact Member Relations.
Translations Available
Real-time written translation in Spanish, simplified Chinese, traditional Chinese and other languages will be provided.
Traducción escrita en tiempo real disponible en español.
提供中文实时书面翻译。
提供中文實時書面翻譯。