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Estate Planning Workshop (In Person)

October 19, 2023 @ 3:00 pm - 5:00 pm

Get Financially Fit in this informative workshop hosted by Wells Fargo Senior Financial Advisor, Scott Poland and estate planning attorney Matt Bruns. They will review top financial planning topics, discuss what you need to prepare your will and trust, do-it-yourself tips to prepare your own estate plan, and answer all your questions. Registration required- to register, call 415-456-9062 x4800 or email [email protected] to register.

Details

Date:
October 19, 2023
Time:
3:00 pm - 5:00 pm
Event Category:

Contact to Register

Paige Pedri
Phone
415-456-9062 x4800
Email
donations@vivalon.org

Other

Registration Required?
Yes

Venue

Vivalon
999 Third Street
San Rafael, CA 94901 United States
+ Google Map
Phone
(415)456-9062
Funding for these programs, at least in part, is made available by the Older Americans Act, administered locally by the Marin Department of Health and Human Services, Aging and Adult Services.
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