Estate Planning Seminar
Preparing Your Estate Plan Seminar
Date: June 17th @ noon
Location: The Office Bar and Grill, Sonoma Room
Seating limited, please RSVP!
Time: 50 minutes
Basic overview of estate planning -- account registration, beneficiary designation, will, trust, tax information, life insurance and TOD.
Estate planning puts you in control. Even in situations where you can\'t communicate your wishes, your plan will make sure you remain in charge of what happens to you and your legacy.
Join us for our Preparing Your Estate Plan Seminar, and you\'ll receive free tools and information that will simplify the process for you and ensure that you keep control over your life and your assets, no matter what the future holds.
Attorney Shaina Case will be available to answer any questions you might have.
This event will be delivered both virtually and in person at The Office Bar and Grill\'s Sonoma Room. To register and to receive log-in details, please contact us at 307-369-2321.
RSVP Heather Jensen at firstname.lastname@example.org or call 307-369-2321 no later than June 14th, 2021. You are welcome and encouraged to invite guests, but spaces are limited, so please respond soon!
If you'd prefer to join us via Zoom, we will send you an email containing a link to join the seminar from the comfort of your home or office.
Financial Advisor | Edward Jones
Phone: 307-369-2321 | Fax: 877-265-4040