Join us for an exclusive afternoon of fine wines and insightful discussion on how estate planning and financial planning work hand-in-hand to protect your wealth and your legacy. Hosted in partnership with our trusted estate attorney partners, Silverman & Jaffe, P.C. of Walnut Creek. This event to kick off the holiday season is designed for tech executives and professionals navigating complex assets, concentrated stock positions, and multi-generational planning.

If you're a busy executive with significant assets, the right estate planning strategies can protect your wealth, streamline succession, and give your family lasting peace of mind- learn more in these articles:

• Article 1: Make a Will and More...
• Article 2: Revocable Living Trust - "Platinum Standard"
• Article 3: Periodic Reviews of Your Estate Plan Are Important!

Disclaimer: Registration and attendance is subject to review and attendance will need to be approved prior to the event.