Estate Planning Conversation

50 Barbaree Way,Tiburon CA 94920

11 May, 2022

Description

Join in on the Estate Planning conversation that focuses on education with our wealth management partners. Coming off of tax season, this is an informal program that is designed for you to have the opportunity to ask your questions within the comforts of your own community. Moderator: Eric Maldonado Panel: Rodney Suzuki (Financial Advisor - Redwood Credit Union) Jay Greene (Attorney/CPA - Greene Estate, Probate, and Elder Law Firm)