Proactive Aging: Estate Planning

Proactive legal and financial planning is an essential part of an aging plan.  This session covers investments, power of      attorney, advanced directives and other documents that help ensure a family’s wishes are upheld at their passing.  

Presenting on this topic is Randy King and Josh Searcy, both with Independence Bank.  Randy King has 11 years of experience in the financial services industry and has been a financial advisor with Independence Financial Services since 2010.  As a financial advisor, King provides financial advice that is anchored in solid understanding of client needs and expectations.  Josh Searcy is the Head of Trust, which includes all Trust and Investment operations for Independence Bank, serving 12 counties throughout the Commonwealth.