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11 May
Estate Planning Seminar Share Your Love Family Discussion

Description

Please join me for my upcoming estate planning seminar. I'll be answering some of your most pressing questions regarding estate planning, discussing the importance of estate planning, go over the Share Your Love Family Discussion Guide, and reviewing how I'm continuing to serve you and your financial strategy. I'll have Brandon Wohl, Regional Vice-President with Equitable Financial lead a workshop that'll put your mind at ease and lessen the burden for your loved ones, have the important discussion's and writing down your plan with your loved ones to ensure that nothing is left unknown.  Feel free to invite your friends and loved ones. RSVP today to save your seat.

Date and Time

Sat, May 11, 2024

12:00p - 2:00p PST

Location

Fleming's

2762 Augustine Dr. Suite 110
Santa Clara , CA 95050

Note

This will be a luncheon..

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