October Lunch N Learn- Establishing Guardianship for Your Dependents & Legacy Planning—Gifting, Insurance, and More

Come have lunch and join Desert Financial Wealth Management for an informative session on safeguarding your family's future. This seminar will cover the essential steps to establish guardianship for your dependents, ensuring their well-being in the event of unexpected circumstances. Additionally, we will dive into key legacy planning strategies, including gifting options, the role of insurance in estate planning, and other tools to effectively pass on your wealth to the next generation. Don’t miss this opportunity to gain valuable insights and secure peace of mind for you and your loved ones.