Wine, Wills & Wealth

41911 5th Street,Temecula CA 92590

20 August, 2021

Description

Come for the Wine - Leave with Peace of Mind! Complimentary wine and charcuterie along with estate and financial planning essentials. ***Must be 21+ to attend *** Don't leave your family at risk. During this fun and informative Wine, Wills & Wealth event, you will discover: 🍷 The best way to title assets to ensure that your family doesn’t get stuck in court if you become incapacitated, or when you die. 🍷 How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce and even bankruptcy. 🍷 Why preparing for your possible incapacity is the best gift you can give your family. 🍷 How to pass on more than just your assets and leave a true legacy. 🍷 That facing the reality of your death (and planning for it) is the path to creating a life worth living. 🍷 The "rules of the road" when it comes to investing 🍷 The current economic outlook Meet Your Presenters: Amy Oakden, Your Personal Family Lawyer Oakden Law, Ltd. Amy Oakden is an estate planning attorney serving individuals and families throughout the State of California. She believes that the purpose of estate planning is not only to help her clients pass on financial assets, but also their whole family wealth, including their values, spiritual beliefs and intellectual assets. She is passionate about educating her community on the possibilities of what could happen with no plan – or the wrong plan - in place, and helping her clients determine what plan best suits their needs in order to keep their families out of court and out of conflict. Through a holistic client-centered approach, Amy guides her clients through the process of planning for incapacity and death with the goal of building a continuing relationship as a lifelong trusted advisor. She prides herself on communicating complicated terms and ideas in such a way that makes the estate planning process easily understandable and accessible to her clients. She ensures that her clients not only leave with an effective plan in place, but that they have a strong grasp of what their plan means and how it will work when they need it. Amy graduated from Cal Poly Pomona in 2003 with a Bachelor’s degree in English. She earned her law degree with honors in 2006 from Chapman University School of Law. She is admitted to practice law in California and Texas. Most importantly, Amy is a wife and a mom to three amazing kids. When she is not advising clients and educating her community on the importance of estate planning, Amy enjoys kayaking, paddle boarding, camping and spending time outdoors with her family and their two dogs, traveling (especially to wineries), and entertaining friends and family with elaborate dinner parties. AJ Jacobson, AAMSEdward Jones Financial Advisor One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, running a successful business or planning for the unexpected, we can offer investment solutions tailored to all your financial goals. My wife, Rachel, and I have three children who have all grown up locally and are currently pursuing higher education at various schools here in California. Although I am originally from Spokane, Washington, we have lived in Temecula Valley since 2003. I am active in the Temecula Valley Homebrewers Association, and enjoy many hobbies including ice hockey, cooking and of course, brewing. I bring over 17 years of banking and finance experience from firms like JP Morgan Chase, Bank of America and Merrill Lynch, but I am very proud to say that I have been serving clients here at Edward Jones since 2019. I work hard to provide a full-service client experience, build trust with the families I serve and deliver a smart and straightforward approach to finance. I would like to help to provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.