This is not a library sponsored event.
Description of Event
A discussion of the key elements of financial and estate planning, geared toward consumers. We will answer key questions about types of investments, legal vehicles to provide continued control and continuity in the event of the unforeseen, and how to evaluate your options as a consumer.
This is not a typical estate planning seminar. Exercises and illustrative activities will be moderated by a licensed attorney and licensed financial advisor/MBA.
Refreshments will be served.
This program is neither sponsored nor endorsed by the San Diego Public Library. The Library is not responsible for the information presented in this program.