Broker Check
09 May
Estate Planning Seminar


Scott Manley


Join Elaine, Scott & Linda for this exclusive Estate Planning Seminar with Guest Speaker, Attorney Kelly McHaffie.

We will answer common questions that include:

- How do I specify the health care at the end of life for myself or my parents?
- How does the Estate Tax work?
- What is probate and how does it work?
- How should I select beneficiaries for my accounts?
- For my 401k, is it better to list my kids or my trust as the beneficiaries?
- How does a beneficiary IRA work?
- What is the difference between a will and a trust?
- How do I get a living trust?

Estate Planning Flyer

RSVP to Arielle at or 408-963-2889.

Date and Time

Thu, May 09, 2019

6:00p - 8:00p PST


Financial Journey Partners Conference Center

101 Metro Drive
Suite 264
San Jose , CA 95110
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Event Registration