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Events for November 21, 2019
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Topic: Retirement 101 Jennipher Lommen from Financial Planning Association® (FPA®) a non-profit organization, wants to help consumers make intelligent financial decisions to achieve their life goals. FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.Find out more »
Led by Emily Buchbinder, an estate planning and tax attorney in Santa Cruz, this informative session covers one of the most important life event topics. Emily will discuss the basics of probate and trusts, including who needs a trust, benefits of trusts, and the decisions made when creating a trust. She will also discuss assets […]Find out more »