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3rd Gen Lunch & Learn Series: What's Keep You Up At Night - Finances Edition

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

Our speaker this month will provide valuable insights and practical strategies to help seniors and their families navigate financial uncertainties with confidence. Don’t miss this opportunity to gain peace of mind and secure a stable financial future. We will address:

  • What happens if I have to care for a spouse?

  • Will my family be secure if something happens to me?

  • How do I create a legacy for my children?

  • What will my survivors need to know?

  • How do I do a better job at budgeting?

Our speaker for this event is Yvonne Ceresa, Certified Financial Planner® at Edward Jones

This is a free event, a light lunch will be provided.
Event sponsored by Carly Powell of Mutual of Omaha:
https://mutualreverse.com/lo/carly-powell/

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September 29

Michael Basil's Ordination

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October 24

3rd Gen: Guys Bocce & Beer