About this Event
THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.
Smart Investing & Estate Planning: Building and Protecting Your Legacy
Many Americans postpone estate planning, leaving critical decisions about their assets to the state. August is Make‑A‑Will Month, making it the perfect time to take a proactive step toward protecting your loved ones, securing your assets, and shaping your legacy with intention.
Financial planning and estate planning are most effective when they work together. A coordinated approach helps you grow and protect your wealth during your lifetime while ensuring it is transferred thoughtfully and efficiently in the event of death or incapacity.
In this informative workshop, you’ll gain insights into today’s market, where and how to invest now, and key principles of general investing and retirement planning. You’ll also learn how to align your financial strategy with your will and trust, so your resources support the people and causes you care about most.
Don’t leave your future to chance—invest wisely, plan with purpose, and take control of your legacy today.
Secure your future today!
Presented by: Scott Poland, CFP® - Wells Fargo & Matt Bruns, Estate Planning Attorney
THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link
Event Venue & Nearby Stays
Vivalon, 999 3rd Street, San Rafael, United States
USD 0.00
