Tue, Mar 09 | Webinar

Webinar: Wills, Trusts and Generational Wealth Planning

Is your family protected?

Time & Location

Mar 09, 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!

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