COMPLIMENTARY SEMINAR! Hear from a Financial Planner, Trust Attorney & more...
Please join us for our 2nd Annual Complimentary Seminar
Topics from our professional panel include:
- Seniors and move-up families: Get in front of your decision with your own strategy regarding taxes and affordability.
- Do you realize how much money it will cost your family if you don't have an adequate Trust/Estate Plan or have one, but haven't updated it? Find out what to do to protect your assets and your family NOW!
- A guide to decisions about personal possessions and life choices. How to organize your collectibles and everything meaningful in your life.
Reserve your seat now for yourself and a friend at 408.398.6917 or firstname.lastname@example.org
Coffee, tea & light refreshments will be provided.
Hope to see you there!