Essential Financial Documents For Your Future Security

Central Coast
Wed, Jul 15, 2020, 4:00 PM (PDT)

Central Coast

Janet Wallace, a top-notch estate planning attorney and community leader in the Central Coast, shares her wisdom about the documents you MUST prepare and the knowledge you need to ensure you and your family are protected against an uncertain future.  There are steps you can take today to make sure your own wishes are honored and your finances are handled as you want, should you be unable to do it yourself in the future.  This knowledge is always important, but even more so in the age of Covid-19.  Please join us for this free event that includes immediately actionable intelligence you can use to protect yourself and your family.

Keynote Speaker

  • Janet Wallace

    Janet Wallace

    O'Leary Wallace LLP

    Principal


Host

  • Susan Blais

    Susan Blais

    Susan Blais Insurance Services

    Ambassador Aging 2.0 Central Coast Chapter

Local Partners

Improving the lives of older adults around the world.

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