About this Event
Whether you're planning ahead for yourself or supporting loved ones, this event will give you the clarity and confidence you need to make informed decisions.
💡 What You’ll Learn
During this session, you’ll gain practical knowledge on:
• Transferring and Preserving Your Wealth
Understand the tools and strategies that help protect your assets and ensure they are passed on according to your wishes.
• Preparing Your Last Wishes
Learn how to organize your final instructions—wills, beneficiaries, directives—so your loved ones are supported and your intentions are honored.
• Understanding Medical Expenses
Get clarity on healthcare costs, long‑term care considerations, and how to plan ahead to avoid financial stress during medical events.
đź‘Ą Who Should Attend
• Individuals planning for their future
• Families supporting aging parents
• Anyone wanting to protect their health and financial well‑being
• Professionals seeking foundational knowledge to guide clients or loved ones
🏛️ Event Logistics
• Please arrive 15 minutes early for check‑in
• Building doors close at 6:00 PM, so early arrival is strongly encouraged
🎯 Why This Matters
Your health and wealth are deeply connected. When you prepare today, you protect your peace of mind tomorrow. This session will help you make thoughtful, informed decisions that support your long‑term security.
Event Venue & Nearby Stays
WSB Rocklin Financial Center, 5701 Lonetree Boulevard, Rocklin, United States
USD 0.00
