Planning for the future is important, no matter what stage of life you're in. Join us for a free Estate-Planning Workshop to learn more about protecting what matters most and making informed decisions for yourself and your loved ones.
Presented by Jerod Yee, CFP®, Financial Advisor with Allworth Financial, this seminar will provide helpful information about estate planning, protecting your assets, and preparing for the future.
Jerod is a Sacramento-area native and Certified Financial Planner based in Folsom. He is passionate about helping individuals and families navigate financial decisions with clarity and confidence.
Whether you're just getting started or already have a plan in place, this seminar is a great opportunity to learn more and gain valuable insight!
Cost: Free
Who Can Attend: Adults 21+