21
May
Why Estate Planning? Why Now?
Description
Life is unpredictable. Preparedness is everything.
Come to this workshop and learn:
- What your family could face if you die without an estate plan
- Why an outdated estate plan could be worse than no estate plan
- What you need to know before naming an IRA beneficiary
- How changing tax laws could blindside you or your heirs
- How to know if your estate plan needs to be updated
- How to get started creating or updating your estate plan
Seating is limited! Reserve a spot for you and your friends. RSVP below:
events@peekwealth.com
(760) 705-1200
Date and Time
Tue, May 21, 2024
6:00p - 7:15p PST
Location
The Beacon Lounge (2nd Floor)
7750 El Camino Real
Ste. 2E
Carlsbad ,
CA
92009