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Routing Number: 321178446

WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

About WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

Embark on your journey towards secure financial planning by taking a proactive step – join us on March 21 for an exclusive webinar: “Strategic Wealth Planning for Your Future.” Presented in collaboration with Living Trust Educators, this insightful event is designed to guide you through essential aspects of wills, trusts, and inheritance planning.

Explore the crucial choice between a Trust and a Will, and gain comprehensive insights into crafting a Full Estate Plan. Our expert, Craig, will unveil valuable information about optimizing your retirement plan, highlighting the potential pitfalls of inadequate planning and the significant taxation risks involved.


Details:

Session: Thursday, March 21, 2024
Time: 7:00 p.m. - 8:00 p.m. (PST)




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