Broker Check
21 May
Why Estate Planning? Why Now?


Life is unpredictable. Preparedness is everything.

Come to this workshop and learn: 

  1. What your family could face if you die without an estate plan 

  2. Why an outdated estate plan could be worse than no estate plan 

  3. What you need to know before naming an IRA beneficiary 

  4. How changing tax laws could blindside you or your heirs 

  5. How to know if your estate plan needs to be updated 

  6. How to get started creating or updating your estate plan 

Seating is limited! Reserve a spot for you and your friends. RSVP below: 

(760) 705-1200

Date and Time

Tue, May 21, 2024

6:00p - 7:15p PST


The Beacon Lounge (2nd Floor)

7750 El Camino Real
Ste. 2E
Carlsbad , CA 92009
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Event Registration