Broker Check
02 Nov
"Building Your Estate Plan" Webinar with Alex Sierra, CFP®️

Description

Are you prepared for the future? Don't leave your family's financial security to chance!

Join us for "Building Your Estate Plan" Webinar, hosted by CFP®️, Alex Sierra. In this enlightening session, Alex will demystify the complexities of estate planning, guiding you through the essential steps to secure your legacy and protect your loved ones.

📅 Date: Thursday, November 2nd

⏰ Time: 6:00pm

📍 Venue: Zoom


What You'll Learn:

🔑 Creating a Lasting Legacy: Understand the art of preserving your wealth and passing it down to future generations.

💡 Protecting Your Assets: Learn the strategies to safeguard your hard-earned assets against unforeseen circumstances.

📜 Essential Documents: Get insights into wills, trusts, powers of attorney, and other legal documents vital for a comprehensive estate plan.

Reserve Your Spot Today: Don't miss this opportunity to empower yourself with the knowledge and tools necessary for a stable financial future.


🎁 Exclusive Bonus: Attendees will receive $100 off if they choose to engage in estate planning with our team.

Take the first step towards securing your legacy—let's plan it together! 🌟

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.

Date and Time

Thu, Nov 02, 2023

6:00p - 6:45p PST

Location

Zoom

Note

https://us02web.zoom.us/meeting/register/tZYkc-itrzsiGdYPUtRFWFDZtTgzFq3FW27S

PT45M

Event Registration

Will you be able to attend this event?