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NEW! Transferring Wealth ⑅

Ages: 40+

Location: Classroom

Instructor: Luz Johnson, LPL Financial Advisor

This workshop is to let moms know of the pitfalls and risks that come with not having your financial and legal documents correctly formatted. As moms, nothing is more important than our babies and we spend so much time, energy, effort and money making sure we do everything we can to help them. But we often don’t take time to do the “not so fun or glamourous” things. In this workshop you will learn about the risks to avoid and the tools you need so that your wealth is transferred to your children the way you want.

Fee: FREE!