Workshops

July 2024 Workshop: Defensive Financial Strategies for Women

July 19, 2024

I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.

Hi, I'm RUBY

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Join us for an empowering webinar on

Defensive Financial Strategies for Women

Strategies to Help Secure You and Your Family’s Financial Future

Monday, July 29th, 3:30pm – 4:30pm

@Finley Community Center
Cypress Room
2060 W College Ave
Santa Rosa, CA 95401

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 and online webinar 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 Joleen Beaston, Registered Representative from New York Life Insurance and NYLIFE Securities and Ruby Steinbrecher, Estate Planning Attorney, to discover the steps to create a comprehensive protective 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!

Both events are free, but space is limited, so be sure to save yourself a seat using the buttons below!

Presenters:

Ruby Steinbrecher

Estate Planning Attorney
Law Office of Ruby Steinbrecher

Joleen Beaston

Registered Representative*,
NYLIFE Securities LLC

Agent, New York Life Insurance

*CA Insurance License #0M77464 – Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life company.

The speakers appearing at this seminar are solely responsible for the content of their presentations which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.

This is an informational and insurance sales presentation. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any specific security. Neither New York Life nor its affiliates and representatives render tax, legal, or accounting advice. Please consult your professional advisors regarding your particular situation before determining an appropriate course of action.

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