Estate Planning Seminar

November 1st
6:30 - 8:30 pm
Shadow Mountain's El Cajon Campus
Generations Building Room 345

“Trusts, Taxes, and Transitions – What you should know now about your Estate Plan, Tax Updates, and Preserving your Legacy”

In this workshop, you will learn:

  • How the new tax laws might affect you and your family
  • How to create a good estate plan and ensure it works for your family
  • How to keep your family from hating each other when you are gone
  • How to write your own Will (You’ll actually write it during the session if you wish!)
  • How to create a lasting legacy that impacts generations to come

 

Our speakers will be Estate Planning Attorney, Stacy Den Herder, and Certified Financial Planner®, Janice Thompson.

This seminar is free, but registration is required. Please register here.

Light snacks will be provided.

Contact Information:
Cheryl Storm
(619) 590-1727
cheryl.storm@shadowmountain.org
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