Estate Planning Workshop at The Cove
Are you concerned about the current market conditions and how they might affect your financial future? Do you want to learn more about estate planning and how it can benefit you and your family? If so, join us for an informative workshop on estate planning at The Cove.
Rodney Suzuki, financial planner at Redwood Credit Union, and Jay Greene, founder of Greene Estate, Probate and Elder Law Firm, will be leading a panel discussion on current market conditions, interest rates, the tax triangle, and basic estate planning versus asset protection planning.
This month marks the 10-year anniversary of the Greene Estate, Probate, and Elder Law Firm opening its doors. In that time, they've helped countless families with their estate planning needs, and are proud to be celebrating this milestone.
Greene Estate, Probate and Elder Law Firm believes that everyone should have a comprehensive estate plan in place, regardless of their age or health. Estate planning is not just for the wealthy - it's for everyone.
Rodney is a Financial Planner for Redwood Credit Union and brings more than 20 years’ experience in investment, estate, and liability planning for couples and families to grow and protect their assets by taking a holistic approach.
This special event is free and open to all Cove Residents. You'll have the opportunity to learn about estate planning as well as socialize before/after the panel discussion.
Date: Wednesday, May 11th
Time: 5:30 pm – 7:30 pm (discussion starts promptly at 5:45 pm)
Location: The Cove – Clubhouse
If you're unable to attend the workshop, Jay and his team offer virtual or in-person consultations. Estate Planning consultations are discounted from $500 to $350 for anybody that attends the workshop. As an added benefit for any workshop attendees, they will apply the price of the consultation to any plan that the client moves forward with. To learn more, visit assetprotectionbayarea.com.
Complimentary hors d'oeuvres and beverages will be provided!