April 3rd, 5:30-6:30pm

Light of the Valley, Room 105 of the back buildings

9270 Bruceville Blvd, Elk Grove, California

Today is the day that you can give yourself peace of mind, and your loved ones the financial security they deserve by organizing your assets, accounts, & important contacts all in one place with a Lifefolio.  You don't have to have much, but we all have something! 

You will walk away today with a better understanding of how individual and inherited assets work for you & your family. 

• How does an inherited 401k impact your taxable income?

• If a beneficiary is a Trust, does the trust have a bank account set up? 

• What if there are bills that need to be paid while planning a celebration of life for a loved one, what's the best asset to draw from first? 

• What's liquid? 

• What has income tax & penalties? 

• When did I last update my beneficiaries?

The financial decisions we make today affect us tomorrow & into the next generation, so if providing a legacy to kids, grandkids, or even a charity, religious organization, or an alma mater is important, I want you to better understand the impact of leaving behind a life insurance policy, retirement accounts, stocks, and real estate.

**This is not a sales pitch. You will not be sold any service or product.

This is for educational purposes only!

Facilitated by Andrea Crettol