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Tue, Mar 09



Webinar: Wills, Trusts and Generational Wealth Planning

Is your family protected?

Registration is Closed
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Webinar: Wills, Trusts and Generational Wealth Planning
Webinar: Wills, Trusts and Generational Wealth Planning

Time & Location

Mar 09, 2021, 12:30 PM – 1:45 PM PST



About the event

We're glad you're here. You've taken a critical step towards protecting your family, by taking the time to learn what you don't know. We find most people don't do an effective and complete estate plan because they didn't KNOW what they needed to do to complete one.

By the end of our webinar, you will know the types of documents that should be inside of your estate plan to make sure your family and legacy are protected.  Don't make your children suffer because of a lack of proper planning.  Be the ancestor that builds wealth instead of passing mess and confusion. 

Additionally, we'll keep you in the loop with our latest news and updates. 

Every attendee of the webinar will be offered a FREE 30-minute ($175 value) consultation with Attorney Portia Wood.* 

If you can no longer attend, please let us know ASAP by calling 626-898-9195 so that we may offer the seat to someone on our waitlist. 

See you at the Webinar!


  • Event Ticket

    This ticket entitles you and your spouse (if applicable) to a free 30-minute virtual estate planning consultation ($175 value) with the Attorney. All consultations must take place within 2 weeks of the webinar date.

    Sale ended



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