Event

Family Wealth Planning 101 Workshop

Learn how to build your family wealth.

日期

Monday, June 30, 2025
11:00 am to 12:30 pm

費用

免費

Location

  • Excelsior Community Center
Woman speaking at a workshop with audience in the background

Estate planning is an important tool that you can utilize to preserve your hard-earned assets. You can strengthen the foundations that allow you to build and transfer wealth from one generation to the next.

We are proud to partner with HERA to expand our financial wealth services beyond educational workshops with one-on-one direct legal assistance.

Eligibility

3 ways to sign up

Refreshments provided. Limited seating. RSVP to get a spot. 

Departments