JOIN US FOR A SPECIAL EVENT WHERE YOU WILL LEARN...
Estate Planning Essentials: Protect Your Family,Preserve Your Legacy
Learn the key strategies and documents needed to help protect your assets, avoid common mistakes, and ensure your wishes are carried out.
Location: Palms-Rancho Park Branch Library
2920 Overland Ave
Los Angeles, CA 90064
Date: Wednesday, June 17th
at 2:00 PM or 6:00 PM
Reserve your seat today and gain practical insights to help create a more effective estate plan for you and your family.
Join us for an educational workshop designed to help you understand the fundamentals of estate planning.
Learn how to avoid costly mistakes, protect your assets, and ensure your loved ones are taken care of according to your wishes.
During this session, you’ll learn how to:
Avoid common mistakes that can delay the transfer of assets.
Discover ways to reduce taxes, probate, and legal costs.
Protect your assets and preserve your legacy.
Ensure your wishes are carried out as intended.
Plan for incapacity and healthcare decisions.
Coordinate beneficiary designations and trusts.
Best strategies to integrate your retirement plan with your trust.
LOCATION
Palms-Rancho ParkBranch Library
Address
2920 Overland Ave
Los Angeles, CA 90064
DISCLOSURE
This content is not Legal or Tax Advice. The workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation.
