Broker Check
Haiqing Chen, CFP, CFA, ChFC, RICP, WMCP
Haiqing Chen, CFP, CFA, ChFC, RICP, WMCP
Pacific Advisors Financial Advisor
https://www.pacificadvisors.com/haiqing-chen (909) 399-1100
11 Dec
Financial Planning Seminar Series -- Living Trust

Description

Secure Your Legacy: Estate Planning for Real Estate and Financial Assets

Ensure your hard-earned assets are protected and distributed according to your wishes with a comprehensive estate plan. Whether you own real estate, financial investments, or other unique assets, a well-crafted estate plan provides peace of mind for you and your loved ones.

Rui attorneys specializes in helping individuals like you navigate the complexities of estate planning, from real property to retirement accounts, insurance policies, and more. Don’t leave your legacy to chance—start planning today to help safeguard your assets for tomorrow.

Let us help you create a plan that works to ensure your assets are transferred smoothly and efficiently, with the utmost care for your family's future.

This seminar is for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Pacific Advisors and opinions stated are their own.

Date and Time

Wed, December 11, 2024

5:00p - 6:00p PST

Location

Online Zoom

Note

Please look forward to our next upcoming seminars!

PT1H

Event Registration

Will you be able to attend this event?


Have a Question?