Location: 100 Marine Parkway – Suite 160,
Redwood City, CA 94065
Participants will gain a better understanding of the estate
planning process. They will learn about an easy three-step
process to set up an estate plan. In addition, this course will
help simplify the terminology used by the financial planning and
Course materials and instructions will be emailed to all
registered members 1-2 days before the date of the class.