by ruby | Oct 24, 2024 | Estate Planning, Legacy, Tips
Most people believe that receiving a large inheritance from a loved one would be life-changing. At least one study, however, found that about one-third of Americans who had received an inheritance eventually experienced a decrease or no change in their wealth after...
by ruby | Oct 20, 2024 | Workshops
Join us for a collaborative workshop on Estate Planning Basicswith Guest Speaker Jonathan Polkinghorn from Edward Jones Tuesday November 12th at 4pm @ Rohnert Park Community Center 5401 Snyder LaneRohnert Park, CA 94928 Sign Up Now! Do you have assets you have worked...
by ruby | Oct 17, 2024 | Workshops
Join us for an empowering webinar on Defensive Financial Strategies for Women Strategies to Help Secure You and Your Family’s Financial Future Tuesday, November 5th at 4:00pm @Finley Community CenterCypress Room2060 W College AveSanta Rosa, CA 95401 Sign Up Now!...
by ruby | Oct 15, 2024 | Workshops
Join us for a collaborative workshop on Estate Planning Basics & How to Incorporate Charitable Giving in your Estate Plan Thursday, October 24th at 12:00pm PST @ Sebastopol Center for the Arts282 S High StreetSebastopol, CA 95472 REGISTER NOW Join us for an...
by ruby | Oct 10, 2024 | Estate Planning, Legacy, Tips
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...
