Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Council authorizes legacy‑planning training for financial‑empowerment counselors
Summary
Committee approved funding to add legacy‑planning training to the city’s Financial Empowerment Centers so counselors can provide information about wills, beneficiaries and proxies without offering legal advice; counselors will provide resources but not direct referrals to individual lawyers.
The Budget, Finance and Governance Committee approved an appropriation to add legacy‑planning guidance to services provided by the city’s Financial Empowerment Centers. The committee approved the measure by voice vote; it carried without recorded opposition.
City staff said the program will fund additional counselor training so staff can discuss components of a legacy plan —…
Already have an account? Log in
Subscribe to keep reading
Unlock the rest of this article — and every article on Citizen Portal.
- Unlimited articles
- AI-powered breakdowns of topics, speakers, decisions, and budgets
- Instant alerts when your location has a new meeting
- Follow topics and more locations
- 1,000 AI Insights / month, plus AI Chat
