Description
KeyPoint Financial Services is excited to offer an in-person Lunch & Learn event at our Dublin branch!
Join us for the presentation, "Basics of Estate Planning," to learn about the essential documents needed for your estate plan and how they work together. You will also discover ways to reduce estate taxes for your heirs and have the opportunity to get answers to your most common questions!
Space is limited, so be sure to reserve your spot today.
Basics of Estate Planning Lunch & Learn
presented by the Law Offices of Daniela Lungu
January 22, 2025 at 12:00pm PT
7901 Amador Valley Boulevard
Dublin, CA 94568
Law Offices of Daniela Lungu is not affiliated with nor endorsed by LPL Financial or Keypoint Financial Services.
Basics of Estate Planning LPL Tracking #662201-1
Date and Time
Wed, Jan 22, 2025
12:00p - 1:00p PST