Planning Workshop for Young Parents

Did you notice this is scheduled just before that cheesy Hallmark day of love? What better way to seal the deal with your loved ones than by going to a workshop on estate and financial planning tools for parents with young children... Ha, we’re being serious, sort of :)

This is one of those things you know you should do but haven’t gotten around to it. We'll make it painless for you, promise! How? There will be beer and wine. And, yes, you can bring your kids if you want.

For those of you who haven’t met my husband Brandon, he’s the guru on this estate planning stuff. His buddy, Rodrigo is a whiz at the financial planning portion. I made them swear you won’t be haggled or pressured during this MeetUp. Come, join and learn a thing or two:

-- what protection does a will provide?
-- what is a trust and when do I need one?
-- what will happen to my kids if I die?
-- when should I start a college fund?
-- how can I provide for my kids if I'm not around?
-- how much money do I need to retire?
-- and much, much, more!