Broker Check
16 Sept
Six Estate Planning Pitfalls to Avoid


This webinar 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.

Guest Speaker:  Estate Attorney E.J. Hong will be our special guest speaker.

Join us online September 16, at 4:00 PM, and recommend your family, friends and colleagues attend as well.

RSVP to Arielle at or 408-963-2889.
Login Information will be provided to those who 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, Sep 16, 2020

4:00p - 5:00p PST


Financial Journey Partners Webinar

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