Broker Check
13 May
Six Estate Planning Pitfalls to Avoid

Description

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.

RSVP to Arielle at arielle@financialjourney.com or 408-963-2889.

* 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

Location

Financial Journey Partners Conference Center

101 Metro Drive
Suite 264
San Jose, CA 95110
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