Trusts & Estates Options Presentation Saturday 9/10/16

Trusts & Estates Options

JOIN US FOR A FREE COMMUNITY PRESENTATION
HELPING ALL OF US MAKE BETTER DECISIONS

  • Have you ever wondered how your heirs will deal with their inheritance after you are gone?
  • Have you spent time developing your Trust & Estate Plan so that you are sure that your wishes are followed?
  • Are you clear about the different ways that you can do this?

Your choices affect your family… now and in the future.

Your presenters are practicing professionals in the fields of Law, Finance, and Mental Health. The presentation is intended to be educational, not a sales pitch, and there is no cost to attend.

Where: 3880 S. Bascom Ave. San Jose, CA, Suite 204 (the Chantel Building)
When: September 10th 2016
Time: 10am – 12pm

If possible. Please RSVP to trustsandsestatesoptions@gmail.com or call Keith Britany, at 831-566-3728