Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: Financial pre-planning is key to the "peace of mind" we are often looking for. In this session Jessica Kerber, Estate Planning Specialist, will discuss the key differences between creating a Revocable Living Trust vs. a Simple last Will and Testament. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533
Estate Planning 101: Will Vs. Trust
Date and Time
Tuesday May 28, 2024 1:15 PM - 2:15 PM MST
May 28th 1:!5pm
Location
The Center 1280 E. Rosser Street Prescott, AZ 86301