This seminar is for people that have an estate plan and also for people that do not have an estate plan.
Learn about the six estate planning pitfalls to avoid and why it is important to update your living trust on a regular basis. We'll discuss the impact of the SECURE Act as well as stock options and other unique situations common in Silicon Valley.
Estate Attorney E.J. Hung will be our special guest speaker.
Come early for a dinner at 5:30 pm with seminar to follow at 6 pm. We encourage you to bring colleagues and family. Simply RSVP to save a spot.
* This is a free event. Please be advised that space is limited. Financial Journey Partners' events are intended for clients and their guests. Potential new clients are also welcome, please RSVP.
Estate Planning Resources
We encourage you to visit our Estate Planning Resources area for more information on estate planning. Contact us at anytime to discuss. Our experience has shown us that an up-to-date estate plan is an important part of a comprehensive financial plan.
Date and Time
Wed, May 13, 2020
5:30p - 8:00p PST