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Estate Planning for Young Professionals
Now is the time to make a plan for the future.
Believe it or not, you have an estate. In fact, everyone does. Your estate is comprised of everything you own - your car, home, other real estate, checking and savings accounts, investments, life insurance, even furniture and personal possessions. No matter how large or small, everyone has an estate and needs to make a plan for it.
Join Jenny Ling, an experienced estate planning attorney, and Ryan Burklo, Senior Partner at Quantified Financial Partners, at this FREE online event to learn how you can grow your wealth and make a plan for the future.
We will discuss essential considerations for estate and financial planning for young professionals, including:- What happens if you don't make a plan;
- What to consider when creating your Will;
- Guardian nomination for minor children;
- The importance of incapacity planning;
- The benefits of trust planning;
- How you can build your wealth for the future; and
- How you can get your estate planning done virtually from the comfort of home.
Jenny Ling focuses her practice on estate planning, real estate and business needs of her clients. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans to ensure the well-being of their families and the accomplishment of cherished goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.
At Quantified Financial Partners, we want to help you plan and organize your future the best way possible. Our process will organize your finances to help you achieve your goals today and tomorrow.
Ryan Burklo has two areas of expertise. The first is working with Medical Practices to protect cash-flow, assist with efficient wealth accumulation strategies and the eventual exit strategy. The second is working with Tech Professionals (Amazon and Microsoft) to efficiently manage cash-flow, wealth accumulation strategies and eventual retirement.
Ryan Burklo is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N. Indian Hill Blvd., Claremont CA 91711, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. 2020-107115 Exp 09/20 Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. AR Insurance License # 15319412 CA Insurance License # 0K24924. The Law Offices of Jenny LIng, PLLC is not affiliated with Guardian or its subsidiaries. 2021-115106Estate Planning for Young Professiona...Date and Time
Tuesday Mar 16, 2021
6:00 PM - 8:00 PM PDTLocation
Online
Fees/Admission
FREE
Registration is required -https://www.eventbrite.com/e/estate-planning-for-young-professionals-tickets-138282244917
Website
Contact Information
workshop@jennylinglaw.com
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