08
May
Share Your Love: Family Discussion and Guide (In-Person Seminar)
Description
Seminar hosted by Mildred Patubo and Andrew Nguyen of Meriwest Wealth Advisors and Presented by Frank Pollaro of Equitable Distributors, LLC.
Learn about the importance of Estate Planning:
- Controlling Distribution of Your Assets
- Preparing Ahead of Time
- Protecting Your Family Members
Create a Plan
- Put Your Mind at Ease and Lessen the Burden for Your Loved Ones
Identify Key Resources
- Contacts, Advisors, Doctors and Access Codes
Date and Time
Wed, May 08, 2024
5:30p - 6:30p PST
Location
Chesbro Financial Center
5615 Chesbro Avenue
San Jose ,
CA
95123