What Should I Do Before Something Happens to Me?
Location :
115 E Prospect Ave, Danville, CA 94526, USA
Status :
OpeningActivity Type :
Buzz SessionAbout Camp
Join us as we learn how to organize our life now for when we are not around later. Mortality is a natural part of the cycle of life. While it is not something you probably want to think about, you can make things a lot easier on yourself and your family if you get everything in order now while you can. It is critical to review your specific needs, especially if you are concerned about the following subjects: If you feel you are somewhat lost managing your finances; are uncertain whether your estate is in good order; need to know what tax returns need to be filed and at what critical times; want to reduce income and estate taxes; whether you have the necessary documents to designate what happens if you are ill or incapacitated; how to ensure the beneficiaries of your retirement accounts can stretch out your IRA for 10 years or even longer. Sponsored By: Robertson Stephens Wealth Management LLC Guest Speaker: John Lau CPA, CFP - Managing Director and Principal