Advanced Estate Planning on ASK Marilyn

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Name: Advanced Estate Planning on ASK Marilyn
Date: March 25, 2022
Time: 12:00 PM - 1:00 PM PDT
Website: https://www.diamondgroupwealthadvisors.com/ask-marilyn
Event Description:
ASK Marilyn - Your Money Matters and More. Every 4th Friday of the month with special guests to talk about relevant topics to help take control of Your Work, Your Wealth and Your Worth. March 25 - Advanced Estate Planning will dive into Legacy Planning, Philanthropy, Tax planning to help support your family, your ideal retirement lifestyle and the causes you care about deeply.
Location:
https://zoom.us/meeting/register/tJUtf-qorDwvG9cCBg6POHpM9RoPa6x02bcW
Date/Time Information:
March 25 / 12pm, PT
Contact Information:
To help register, call or email Rachael at 925-219-0080 / rachael.curtis@diamondgroupwealthadvisors.com
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Fees/Admission:
Free educational zoom event. Registration is required.
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