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DTSTART:20240326T201500Z
DTEND:20240326T211500Z
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SUMMARY:How to Properly Establish a Revocable Living Trust & Annuities 101 Lunch N Learn
DESCRIPTION:Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: Creating a Revocable Living Trust isn't just for the wealthy. Jessica Kerber\, Estate Planning Specialist will discuss ways to help prevent your loved ones from having to deal with the probate court system\, which can include added costs and delays. Annuities can offer benefits that may fit your retirement needs\, but do you know how they work? Merissa Brinkerhoff\, Financial Advisor will give an introduction to annuities and the benefits they can provide for your retirement planning. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533
X-ALT-DESC;FMTTYPE=text/html:Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: Creating a Revocable Living Trust isn&rsquo\;t just for the wealthy. Jessica Kerber\, Estate Planning Specialist will discuss ways to help prevent your loved ones from having to deal with the probate court system\, which can include added costs and delays. Annuities can offer benefits that may fit your retirement needs\, but do you know how they work? Merissa Brinkerhoff\, Financial Advisor will give an introduction to annuities and the benefits they can provide for your retirement planning. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533
LOCATION:The Center 1280 E. Rosser Street Prescott\, AZ 86301
UID:e.2712.11797
SEQUENCE:3
DTSTAMP:20260515T133253Z
URL:https://www.pvchamber.org/events/details/how-to-properly-establish-a-revocable-living-trust-annuities-101-lunch-n-learn-11797
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