Wills and Finance: Protecting your Legacy

Wills and Finance: Protecting your Legacy

Join us for an informative event where we will discuss the importance of wills and financial planning in safeguarding your legacy for future generations. Learn about the steps you can take to ensure that your assets are protected and your loved ones are taken care of. Our expert speakers will provide valuable insights and practical tips to help you make informed decisions about your finances.

Date: Sat, Mar 15, 2025

Time: 8:00 AM

Location: Mira Mesa Senior Center

8460 Mira Mesa Boulevard

San Diego, CA 92126

You will learn:

• Why you need an estate plan, even if you aren’t rich. (And, how it may be even more important for families of modest means)
• The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn’t right now, even if you’ve worked with a lawyer).
• How often does your Will or Trust need to be reviewed and updated to ensure it works and doesn’t become a pile of expensive, and useless, paper in your desk drawer or bookshelf?
• What estate planning should cost and who pays the cost of a “too cheap” plan?
• Your Financial Roadmap
• Clear steps to set goals, track progress, and make informed financial decisions.
• Smart Money & Financial Security
• Simple strategies for budgeting, saving, managing debt, and preparing for the unexpected to build long-term stability.
• Preparing the Next Generation
• Teaching your heirs financial literacy and responsible money habits to secure their future.

Come and gain peace of mind knowing that you have taken the necessary steps to secure your legacy. Don't miss out on this opportunity to learn from the best in the field!

Host or Publisher Element Law Firm, PC