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Estate Planning & Investing in a Brighter Future, the Gift of Education
As a parent, making a plan for your children's future is tops of your "To Do" list. Most parents, however, don't know where to start.
Join Jenny Ling, experienced estate planning attorney, and Beth Percival, financial advisor with Edward Jones, to learn how making a plan can be the most important gift you give your children and family.
One of the most important things you can do for your family is making sure you have not only a Will, but also a plan in place for life's eventuality. Comprehensive planning will enable you to have peace of mind knowing that your family is taken care of, and that there is no question about what your wishes are.
You've thought about saving for college for your children, you may have even put a little money away, but are you sure that you're doing all you can to send your child off with the best future?
During this FREE online event, we'll cover:- What happens if you don't plan;
- What to consider when creating your Will;
- Guardian nomination for minor children;
- The importance of incapacity planning;
- How wise and thoughtful planning can protect your adult children;
- The benefits of trust planning;
- What is a 529 Plan, what are its advantages and how you can start one; and
- How you can get your estate planning done virtually from the comfort of home.
At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, kids protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.
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.
Beth Percival, financial advisor with Edward Jones, believes talking about your goals with someone is often what it takes to make them a reality. "I am passionate about helping new investors get started and helping experienced investors stay on track. Whether you need to save to purchase a home, save for a child's college education or plan for retirement, I can help."
Please contact me if you have any questions. I want to be a resource for you. My goal is to help individual investors develop a personalized investment strategy geared toward their unique, long-term financial goals.
Follow me on Facebook: Edward Jones-Financial Advisor Beth PercivalEstate Planning & Investing in a Brig...Date and Time
Wednesday Apr 21, 2021
6:00 PM - 8:00 PM PDTLocation
Online
Fees/Admission
FREE
Registration is required: http://bit.ly/EstatePlanningandEducation
Website
Contact Information
workshop@jennylinglaw.com
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