Retirement plan vs estate plan: do you need both?

On Wednesday, March 8th at 12pm until 12:30pm on Zoom, join Financial Advisor Linda Bruininga and me as we discuss what, when, and why you need both.

Please RSVP here to get the Zoom link, and we look forward to seeing you then!

NOTE: This presentation is intended for parents of young children, although anyone and everyone are welcome to join us!

Previous
Previous

3 Reasons to Avoid Probate in California

Next
Next

What is the difference between a power of attorney a will and a trust?