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Estate Planning Workshop
Sierra Pacific Financial Advisors (SPFA) is hosting an educational workshop on estate planning. We will discuss estate planning methods and ways to provide for your family, avoid probate, and minimize estate tax. Judith Tang, a partner and attorney at Wendel Rosen, and a State Bar Cerfified Specialist in Estate Planning, Trusts and Probate will speak on this topic and answer all your questions. During the workshop, you will learn:
Why estate planning is important
Advantages of a living trust
How to reduce estate tax
How to make plans for the care of your children
Issues regarding naming beneficiaries of retirement accounts
When:
Thursday, December 6th, 6:30pm - 8:30pm
Where:
SPFA Fremont Main Office
39899 Balentine Drive, Suite 200
Newark, CA 94560
Space is limited to 20 participants. Please RSVP no later than Monday, December 3rd, 2012 via email at info@sierrapfa.com. Light refreshments and soft drinks will be provided. Don't miss this workshop. We look forward to seeing you there!
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