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Holistic Approach to Planning for the Future: Financial Planning, Fiduciary Support, Estates, Trusts

When:
Tuesday, May 5, 2015, 10:00 AM until 12:00 PM
Where:
Ashby Village Office
2330 Durant Ave.
Berkeley, CA  94704

510-204-9200
Additional Info:
Category:
Ashby Village Classes
Registration is recommended
Payment In Full In Advance Only
Available Slots:
29
No Fee
No Fee
No Fee
No Fee

Tuesday, May 5, 10:00 am - 12:00 pm
Holistic Planning for the Future:
Financial Planning, Fiduciary Support, Estates, Trusts and Wills

 
 
  
Join this Ashby Village panel discussion to learn what roles Financial Advisors, Estate Planning & Elder Law Attorneys, Fiduciaries, and Social Workers can play in helping you plan for the future.

      Our expert panelists:
         
                     Jennifer Keystone                                    
    Lan Shaw                      Jennifer Keystone                    Nola Chavez & Kathleen Day-Seiter,
    Financial Advisor           Fiduciary                                  Elder Lawyers & Social Worker   
     
    • Wheelchair Accessible
    • Please call us if you need a ride 
    • RSVP Here or call the office (510) 204-9200
    • Metered street parking is available in 2 hour zones around the office.  


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