Join us for a workshop on

Spring Cleaning!

Thursday, March 14th at 4:30pm PST

@ Cotati Community Club
216 East School Street
Cotati, CA 94931

Spring has sprung! Time to clean out the junk and make way for the new, including getting your affairs in order. Join us for an interactive estate planning workshop where we’ll help you declutter and organize your financial future. Just like tidying up your home for a fresh start, let’s tidy up your estate plan for peace of mind. Discover essential documents, strategies, and tools to ensure your legacy is organized and protected. Don’t miss this opportunity to sweep away uncertainties and create a clear path towards your loved ones’ future. Reserve your spot now and let’s spring clean your legacy together!

Have you thought to yourself:

How can I protect my loved ones from the Long Term care costs associated with aging?

What happens if I don’t have a plan in place when I pass away?

How can I maximize my retirement and savings to leave a legacy for my children, grandchildren, friends, and family?

We will answer these questions and more…

Topic we’ll cover:

• How to maximize the inheritance you leave to your children
• How to protect your assets from long term care costs
• The pitfalls of putting assets into your children’s names
• How to make sure the people you choose can make decisions on your behalf if you become incapacitated 
• The difference between a will and a trust
• How to avoid the expenses and delays of probate
• How to avoid the most common estate planning mistakes
• And so much more…

Space is limited, so please reserve your seat by registering below. We look forward to seeing you there!