Speaker Series – Estate Planning Basics

Thursday, April 18 th – 7 P. M. in the Council Chambers

 

Who needs an estate plan? Chances are you do. You may think that estate planning is just for the wealthy, but it’s not. Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.

 

But what estate planning means to you specifically depends on who you are. Please join Jeanie Schwarz from Sausalito-based Lumina Financial Consultants to learn what you should consider to ensure your estate is protected for you and your family. Jeanie is a Certified Financial Planner and an expert in personal financial management with over 18 years of experience.