Last week’s free workshop with Susan Olson, a financial planner at Abacus, was very helpful. We each got individual attention because the group was small. Susan presented simple ways to take care of estate planning—helping you make sure the assets of your estate go where you want them to. Besides being at Greens Restaurant (yummy snacks and cookies!), the presentation was informative, and it was fun.
There’s another free workshop on November 1, titled Will and Estate Planning. Follow the link for details, or call me at 415-268-0295.
SFZC Development Communications