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Upcoming Dates

Event Natasha

Creating and Managing Wills and Trusts (Online)

Course Information

Location: Online Webinar

Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Board Meeting Natasha

2019 October Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event Natasha

October Retiree Payday

Event

Veterans Day – Office Closed

Event Natasha

Organizing and Managing Your Finances

Course Information

Location: 100 Marine Parkway - Suite 160, Redwood City, CA 94065

Learn how to better organize their financial data, allowing for more accurate projections, efficient management, and a better understanding of the overall financial picture.

Highlights: 

Event Natasha

Estate Planning – Understanding the Basics

Course Information

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 legal professions.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

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