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With our previous events receiving RAVE REVIEWS, we invite you to join our team once again, alongside an expert Estate Attorney and Financial Advisor for a morning of interactive discussion, refreshments and all NEW learning material as we dive into the ABCs of starting the ESTATE PLANNING PROCESS.We'll cover:
FINANCIAL STRATEGIES
ESTATE PLANNING 101
DRAFTING WILLS
Q&A WITH THE EXPERTS
Refreshments will be provided!
We hope to see you there!
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Event Venue & Nearby Stays
El Agave Sudden Valley, 4 Clubhouse Cir, Bellingham, WA 98229-2735, United States
