PLAN. PREPARE. PRESERVE.
Financial. Real Estate. Trusts.
Let’s have an educated conversation to begin building a plan that adds value to your life, no matter what stage you are in. You will be given resources to help you achieve your personal goals.
Join Beth McGill, Collette Kutil
and Carol Ramirez.
3rd Tuesday of Each Month
5:30 PM – 7:00 PM
444 Higuera Street, 3rd Floor
in San Luis Obispo
THIS MONTH’S TOPIC
In May we’ll be discussing the importance of digital assets and how to assign them to your beneficiaries, as well as properly naming beneficiaries on all of your other property.
to build a strong financial house...
for a secure future...