Once we become adults, an Estate Plan is necessary to assure a trusted individual is designated to assist us should the need arise. Think of your Estate Plan as insurance. You wouldn’t drive a car or own a home without having an insurance plan in place “just in case” something bad happens. Your Estate Plan serves the same function.
When is the last time you verified the Beneficiary Designations on your retirement accounts, life insurance, investment accounts?
Come and learn more from attorney
Colleen Watters
March 21, 2023
5:30 - 7:30 PM
Dinner - Drinks - Networking
NARI Members Early Registration $35.00
NARI Members (after March 19th) $45.00
Non-Members $60.00
Pacific Shore Stones
3290 Monier Cir, Ste 100
Rancho Cordova, CA, 95742
