Join Us For a FREE Estate Planning/Living Trust Workshop in San Diego
The Learning Lab
“Authentic, Educational Retirement Resources – Brought To You”
Date: Wednesday, August 26, 2020 – 6:00 pm
WealthBridge Insurance Solutions 8555 Aero Dr #320, San Diego, CA 92123 Note: Registration Is Required for This Event Limited Seating due to COVID-19
Is It Safe To Attend?
We are dedicated to the safety of the participants and the staff. We have adopted all CDC recommended safety procedures for the meeting area including…
- Social Distancing: Limited to 10 guests. All guests are 6ft apart. The seating arrangement allows for ample spacing for tables, guests, and staff. No unregistered walk-ins will be allowed.
- FREE Face Masks: For your added protection we recommend you bring your favorite comfortable face mask. If you do not have one or forgot to bring your mask we will be providing all guests with a face mask if needed!
- FREE Hand Sanitizer: As well as pre-cleaning all areas, we will also be providing hand sanitizer for guests to make sure you feel confident after touching any venue surfaces. Your safety as always is paramount.
Who Should Attend?
Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on Estate Planning, Living Trusts, and today’s latest legislation.
- How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
- What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!