Join us for a collaborative workshop on

Estate Planning Basics
with Guest Speaker Jonathan Polkinghorn from Edward Jones

Tuesday November 12th at 4pm

@ Rohnert Park Community Center

5401 Snyder Lane
Rohnert Park, CA 94928

Do you have assets you have worked hard for? Do you have a family? Then it’s imperative to have a plan in place to protect and care for them. Our in person workshop will guide you through the process of proactive planning, through insurance, investing, and estate planning, assuring confidence that you and your family’s future is secure.

Without a proper plan, the state will dictate your fate, and it may not align with your wishes. Protecting your family is an act of love, not an act of fear. Let us show you how to take control and establish a solid plan that safeguards everything that matters most to you.

At this enlightening presentation, you’ll hear from Jonathan Polkinghorn, Financial Advisor with Edward Jones on personal investing and intergenerational wealth planning, and Ruby Steinbrecher, Estate Planning Attorney, to discover the steps to create a comprehensive plan tailored to your unique circumstances. Don’t leave you or your family’s future to chance – empower yourself with the knowledge and tools to secure their well-being.

Reserve your spot now and embark on your journey towards a future filled with confidence, knowing that you have taken the necessary steps to protect yourself and your loved ones.

We look forward to seeing you there!

This event is free, but space is limited, so be sure to save yourself a seat using the buttons below!

Presenters: