24
May
Estate & Investment Planning Workshop
Description
Alison of Stine Wealth Management & Michael R. Helbert, Esq. invite you to an Estate & Investment Planning Workshop
Michael will provide an Overview of:
- Estate Planning Questions Everyone Should Ask
- Why Should I Have an Estate Plan?
- Estate Planning Basics
Alison will provide an Overview of:
- Planning by the Decades
- Beneficiary designations
- Life Events that call for an Account Review
Date and Time
Tue, May 24, 2022
4:00p - 5:00p PST