Planning Ahead: Making Sure Your Plans Work—Legally, Financially, and Personally
March 10 @ 11:00 am – 12:00 pm PDT
Estate planning and financial planning decisions are often made at different times—but how they work together can matter greatly over the long term. Join the Palos Verdes Peninsula Village for an informative panel discussion exploring how estate planning tools, such as wills and trusts, intersect with financial considerations, when it may be time to revisit existing plans, and best practices for ensuring your estate is handled according to your wishes. Hosted by PVP Village, a nonprofit supporting older adults, this forward-looking panel conversation will feature attorney Seth Bier and financial advisor Nancy Graggs. Audience Q&A will follow.
Space is limited – registration is required. Register at [email protected] or 310-415-2762.
