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3rd Gen Lunch & Learn: Securing Your Final Wishes: A Guide to Wills and Trusts

  • Saint Matthew 399 Wiget Lane Walnut Creek, CA, 94598 United States (map)

In this overview session, led by a seasoned expert in estate planning, we will cover the foundational aspects of wills and trusts, highlighting their importance, functionalities, and how they can be tailored to meet your personal and financial goals. Learn about the different types of trusts, how they operate, and the benefits they offer for asset management and protection during your lifetime and beyond.

Our speaker for this event is Madison Gunn of Absolute Trust Counsel.
https://absolutetrustcounsel.com/

This is a free event, a light lunch will be provided.

Event sponsored by Lisa Soloway, CEO, Principal Fiduciary of Soloway Fiduciaries:
https://www.solowayfiduciaries.com

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June 9

From Crisis to Chrysalis: Owning Wisdom Workshop