Join us for a free Introduction to Investing & Trusts webinar on Wednesday, March 9, 2022, from 10:00-11:00 AM.
Who Should Attend?
This webinar is for you if you:
- Are interested in learning to invest, but not sure where to start.
- Need an introduction to trusts or a reminder of why you created one.
- Want to hear updates on recent law changes that could impact your estate plan.
What Will You Learn?
Learn from two industry experts who will teach you top strategies for successful investing and estate planning.
At this webinar, you’ll learn:
- Best practices for smart investing
- Biggest investing mistakes to avoid
- Why you should create a trust
- How to avoid the #1 mistake after creating a trust
- Recent law changes that could affect your estate plan
Featured Speakers
- Daniel Hunt is a Certified Legal Specialist in Estate Planning, Trust & Probate Law and is the owner of the Law Offices of Daniel A. Hunt.
- John Guess is a Financial Advisor at Edward Jones (Rocklin). John graduated with a degree in business and economics from St. Mary’s College in Moraga, CA.
Update: This event has now passed. Click here to watch the recording of the webinar.
