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
Patterson Realty
444 Higuera Street, 3rd Floor
in San Luis Obispo
PLAN
Plan to build a strong financial house: Learn the basic principles that can help get you on the road to making your financial goals a reality.
PREPARE
Prepare for home ownership: Learn how to prepare and understand the real estate market. A fundamental goal whether it’s your first home, moving up or, downsizing in retirement.
PRESERVE
Preserve your legacy by protecting your estate from probate: Learn which documents protect your estate, saving your heirs thousands of dollars to keep your inheritance out of court.
