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Join us for a seminar on Financial Planning and Estate Law. Jerry Citarella, financial analyst, and Edward Kent, attorney, will talk to us about current financial markets and projections and current laws plus updating wills and trusts. There will be Q & A after they have spoken to us. Jerry will discuss current projections about the markets along with good personal financial habits. Ed will talk about new laws that are important for us to know plus tips on wills and trusts. People are always concerned to know if they are secure and have everything up to date personally.

You are under no obligation to use these trusted people, but you certainly may, if you feel comfortable with them. Several of us already do.

Please be prepared to spend at least $15 as we will have the private back room - and we will get individual checks. Feel free to bring a friend, but please indicate that person in your RSVP so that we can have a good headcount.

Also, this is a joint MeetUp with Maxine's Forever Young and Four Points Widows and Widowers groups!

Related topics

Events in Santa Clarita, CA
Personal Finance
Widows and Widowers
Wills and Trusts

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