Lunch and Learn: Estate Planning [East Valley]

📅 Event: Lunch and Learn: Estate Planning

🗓 Date: Wednesday, September 2nd

🕙 Time: 12:00 PM – 1:00 PM

📍 Location: Fullerton Financial Planning: 600 E. Rio Salado Pkwy., Suite 102, Tempe, AZ 85281

Description: A well-crafted estate plan can help protect your assets, provide for your loved ones, and ensure your wishes are carried out for generations to come. Join us for lunch and an informative discussion designed to help you better understand the fundamentals of estate planning and the important role it plays in your overall financial strategy.

During this session, we’ll cover:

• The key components of a comprehensive estate plan

• How proper planning can help protect your family and legacy

• Common estate planning mistakes and how to avoid them

• Practical steps you can take now to prepare for the future

This is a must-attend session for anyone looking to maximize retirement income and minimize surprises.

Seats are limited—reserve yours today and take the first step toward securring your legacy.