Family Governance Advisory Workshop

$400.0075 min

Secure Video Call

Family Governance & Scam Defense Workshop

Aligning Loved Ones and Building Real-World Scam Awareness

  • Format: Interactive Family Workshop | $400.00

  • Overview: Technical tools are only half the battle. This structured workshop guides aging parents, caregivers, and family members through sensitive conversations to build a unified defense against fraud and establish clear decision-making roles.

  • Key Deliverables:

    • Pause & Verify™ Coaching: Practical training in red-flag recognition, verification habits, and emergency response skills for modern scams.

    • Governance Framework: Clear identification of trusted contacts and decision-making responsibilities before a health or financial crisis occurs.

    • Resilient Family Communication Plan: Establishing agreed-upon protocols for urgent financial requests or family emergencies.