17 Feb
Family Wealth Preservation Planning

Description

When was the last time you reviewed your existing estate plan?

Will your plan work when your family needs it?

During this in-person workshop you'll learn common planning mistakes and actionable items from Attorney At Law, Trisha Morales Padia, CEO of Morales Padia Law. PLLC

Don't miss out on this opportunity to get educated on ways to protect your family.


Snacks and refreshments will be provided.


Hosted by:  Yoshia Hence, Financial Advisor

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Registered Branch: 8000 IH-10 West, Suite 600 San Antonio, TX 78230. (210) 964-8420. For a comprehensive review of your personal situation, always consult your tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give tax or legal advice."

Date and Time

Sat, Feb 17, 2024

1:00p - 2:00p PST

Location

Cetera Investors

8000 IH-10 West, Suite 600
San Antonio , TX 78230

Note

There are 2 opportunities to attend this workshop. Please register for either the 1:00pm or 3:30pm session

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Event Registration

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