How to Properly Establish a Revocable Living Trust & Annuities 101 Lunch N Learn

Desert Financial Wealth Management Hosts a Financial Lunch and Learn Workshop: Creating a Revocable Living Trust isn’t just for the wealthy. Jessica Kerber, Estate Planning Specialist will discuss ways to help prevent your loved ones from having to deal with the probate court system, which can include added costs and delays. Annuities can offer benefits that may fit your retirement needs, but do you know how they work? Merissa Brinkerhoff, Financial Advisor will give an introduction to annuities and the benefits they can provide for your retirement planning. Please RSVP to jessica.kerber@desertfinancial.com or 928-430-2533