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Details

Everyday we are flooded with information. This group is to help you look at the total picture - a holistic approach to personal finance.

In this workshop, you will learn:

  • Steps to begin preserving your hard work: your Estate
  • Strategies to transfer and preserve your wealth
  • Ensuring that your last wishes are prepared & carried out

It is recommended that all in-person attendees arrive 15 min early to sign in, meet the instructor, and settle in before the workshop starts at 7 pm.

Related topics

Learning
Family Financial Education and Protection
Financial Education
Financial Freedom

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