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Make a Plan for Your Family
What would your kids need if something happened to you?
It’s a hard topic to consider, but with the guidance of experienced professionals and a few simple steps, you can have the peace of mind knowing that your family is taken care of and there is no question what your wishes are.
Join estate planning attorney Jenny Ling and financial consultant Taeya Lauer and learn the importance of making a plan for your family. At this free online event, they will cover:
• What do your kids need if you aren’t here to care for them;
• Who will take care of them? Should the same person who cares for your children also manage their assets;
• How to protect your money, even after you’re gone;
• How to make ensure your children have enough, even after you’re gone;
• The importance of incapacity planning;
• The benefits of trust planning; 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.
At Pacific Coast Financial Services, the guiding principles are integrity, strategy, care, results. They treat their clients with integrity and honesty at all times. Their investment strategies work in good and bad markets. Their client care is at the highest level because they believe that is the right way to do business and they get the results their clients want.
Taeya Lauer is their founder, CEO and financial advisor. She brings over 25 years of financial experience to help her clients make a plan that works for their family. Making sure things fall into place for clients and that they successfully reach their goals all comes down to a solid plan. She has spent all of her adult life working in financial services and studying financial markets to find creative solutions for her clients.
Make a Plan for Your FamilyDate and Time
Wednesday Sep 30, 2020
6:00 PM - 8:00 PM PDTLocation
Online (registration required)
Fees/Admission
FREE (registration required)
https://www.eventbrite.com/e/make-a-plan-for-your-family-tickets-112535855774Website
Contact Information
workshop@jennylinglaw.com
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