Fiduciary Planning
Schedule
Wed Oct 16 2024 at 11:30 am to 01:30 pm
UTC-07:00Location
4610 Almaden Expressway, San Jose, CA, United States, California 95118 | San Jose, CA
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Have you ever thought about setting up a will, trust, or power of attorney? How about making plans for handling your estate? If so, you likely have questions. We all do. Be our guest for a chef-prepared lunch as we welcome Licensed Professional Fiduciary Susan Brooksbank (License #1135) to discuss how a fiduciary can help with estate, trust, and power of attorney planning. Empower yourself with expert advice to help you make the best choices and create a plan to preserve your well-being and financial future. After, take a look around our upscale community and discover how we’re setting a new standard in modern senior living.
Call 669-244-1083 to RSVP by October 11.
Visit https://www.watermarkcommunities.com/our-communities/california/san-jose/the-watermark-at-almaden to learn about our vibrant senior living community in San Jose.
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Where is it happening?
4610 Almaden Expressway, San Jose, CA, United States, California 95118Event Location & Nearby Stays:
