Broker Check
22 Jan
The Basics of Estate Planning Lunch & Learn

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

Location

KeyPoint Credit Union, Dublin Branch

7901 Amador Valley Boulevard
Dublin , CA 94568
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PT1H

Event Registration

Will you be able to attend this event?