Sat, Apr 29
|The Academy SF
Speaker Series 2023: The Importance of Estate Planning
We are ramping up for Session 3 of Speaker Series 2023: The Importance of Estate Planning. 2023 is the year to check in on your financial health and well-being, and your real estate ownership should be just one component of a larger game plan.
Time & Location
Apr 29, 2023, 9:45 AM – 11:15 AM
The Academy SF, 2164 Market St, San Francisco, CA 94114, USA
About the Event
Please note: this event is presented by Mark D McHale & Associates, Vanguard Properties. Registration link will take you away from our website to markdmchale.com to submit your free RSVP.
We are ramping up for Session 3 of Speaker Series 2023: The Importance of Estate Planning. 2023 is the year to check in on your financial health and well-being, and your real estate ownership should be just one component of a larger game plan.
Alex B. Lemberg, Esq. will discuss estate planning, the role of LLCs or corporations regarding property ownership, the impact of real estate ownership on estate planning, the benefits of estate planning, and the roles of each estate planning document. This presentation is excellent for homeowners and renters alike. Now is always a great time to discuss your future plans.
We have three more parts where we will continue to present professionals in their field on topics such as strengthening your financial footing, creating an estate plan, and building wealth over the years.
ACCESSIBILITY
We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. The event venue has an accessible entrance and restroom facilities. Please contact us if you have questions or specific requests regarding access.