by Centerpoint Advisors | Nov 9, 2018
November 9, 2018. By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know...
by Centerpoint Advisors | Oct 27, 2017
October 27, 2017. By Olga Okaty: Being named the executor of a loved one’s Will is a role that entails tremendous trust and legal responsibility. The executor (also known as a personal representative in some states) is entrusted to carry out the decedent’s last...
