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Sun, Mar 10

|

San Marino

Legacy Planning

Understand what is Legacy Planning, why it is important, and what are some of the Pitfalls commonly seen in Legacy Planning. A most educational workshop for the entire family!

Legacy Planning
Legacy Planning

Time & Location

Mar 10, 2024, 2:00 PM – 3:30 PM

San Marino, 1890 Huntington Dr, San Marino, CA 91108, USA

Guests

About the Event

Come and learn from our experts about Legacy Planning and stay for some refreshments and mix and mingle!  Everyone is welcomed!  Cannot join up in person?  No problem!  This is HYBRID event, jump on ZOOM!  

Join Zoom Meeting https://us02web.zoom.us/j/84225677243 

Meeting ID: 842 2567 7243 

One tap mobile +16699009128,,84225677243#

SHOUT OUT and THANK YOU to our sponsors! 

1. Omeo Arcadia Living, a senior living community, 626-631-0389, Website: www.OmeoArcadiaLiving.com., 

2. Jason Wei Realtor, 626-678-7009, jasonwei118@gmail.com, 133 E. Huntington Dr., Arcadia 91006 

3. Dynasty Wealth Insurance Agency, 626-802-7536, Email:  dynastywealth88@gmail.com

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