Estate Planning & Charitable Giving for Families

Name: Estate Planning & Charitable Giving for Families
Start: 2025-10-14T18:30:00-07:00
End: 2025-10-14T19:30:00-07:00
Location: Saint John the Baptist Catholic Church

Schedule

Tue Oct 14 2025 at 06:30 pm to 07:30 pm

UTC-07:00

Location

Saint John the Baptist Catholic Church | Costa Mesa, CA

Learn what financial planning for your family looks like and what basic estate planning documents you should consider for your family.
About this Event

Finance & Estate Planning for Families

Join this informational seminar at Saint John the Baptist Catholic Church for event on finance and estate planning for familes. Complimentary food and drinks will be provided. Some topics we'll be covering include:

Financial planning topics for families.
Typical estate planning documents.
Transferring investments & wealth to the next generation.

Visit www.dewaneis.com to learn more about Dewane Investment Strategies.

*Raymond James and its advisors to not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. Dewane Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.