Estate Planning: Financial Basics

Some people think estate planning is for later in life. Others believe it’s only for the wealthy. But the truth is that it’s wise to start the process as soon as you begin to gather assets, advance in your career or start a family. Our focus during this presentation is on the financial side of estate planning rather than the legal perspective. We will outline the different tasks and documents that ensure your wishes are followed.

Date: Thursday, April 26, 2018
Times: 9:00 AM and 12:00 PM (PST)

Register here