Estate Planning: Understand Your Options
Sessions
About
Will or Trust? Protect Your Legacy Before It's Too Late. Discover how to safeguard your assets, shield your finances, and maximize your wealth preservation. Join us for an exclusive, complimentary educational seminar hosted by Monarch Financial. Mo and Darwin will guide you and your families through the vital decisions required to secure their future and avoid common beneficiary mistakes. Network Attorney Mo Dadkhah and Financial Consultant Darwin Aguilera from Monarch Financial will review and provide information on the following topics: Wills and Trusts Understanding Probate Healthcare and Financial decision-making Common Beneficiary Mistakes Join us at this upcoming workshop to discover the best estate planning options for you and your family. For accessibility accommodations (ex. ASL), please fill out the online form at sccld.org/accessibility 7+days prior to the event. If you need assistance with the form, speak with a staff member at your local library, call (408) 540-3945, or email us at ask@sccl.org .
