ESTATE PLANNING: A WOMEN'S PERSPECTIVE

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Photo: James G. Stieringer Conference Center Auditorium (courtesy: Grossmont Healthcare District)
 
July 22, 2024 (La Mesa) -- Women face unique challenges when it comes to estate planning. Statistics show that women are almost four times as likely to be widowed compared to men. Additionally, more women than ever before are either divorced or choosing not to marry. These factors make it crucial for women to take proactive steps in planning their estates.
 
This seminar is designed to help you get organized, avoid common mistakes, and prepare for the future with confidence. Whether you are single, divorced, or widowed, this seminar will provide valuable insights and practical advice tailored to your specific needs.

 
Presenter:
Barbara Norman, CFP©, ChFC©, CDFA©
Sage Path Solutions
 
When:
Tuesday, July 30, 10:00 to 11:30 a.m.
 
Location:
Grossmont Healthcare District
Conference Center
9001 Wakarusa St., La Mesa 91942
 
At this seminar, you can
  • learn how to effectively organize your financial documents and estate planning materials.
  • Identify and avoid common pitfalls that can complicate the estate planning process.
  • Gain knowledge on how to ensure your wishes are honored and your loved ones are taken care of. 

As an added bonus, a raffle prize will be given away at the conclusion of the seminar!


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