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Planting Bright Futures, how to invest and protect our children’s future.

Time:
-
Location:
The Lullabar Carlsbad, 7750 El Camino Real Suite 5145-5150, Carlsbad, California, CA, 92009, United States
Calendar:

December 4 @ 9:56 am

Invest in your children’s future with “Planting Bright Futures”! 

Join Estate Planning Attorney Colleen Robinson and Financial Representative Kristen Muranyi for an exclusive complimentary educational seminar at The Lullabar on Sunday, April 14th at 12 pm and 1:30 pm.

Covering a variety of topics to include:

– Risk Management Planning: Calculate the right life insurance coverage for your family’s protection.

– Cash Flow Analysis: Strategize saving for immediate vs long-term goals.

– Education Savings: Determine how much to save and where to invest for your children’s future.

– Estate Planning Basics: Ensure your assets are protected and distributed according to your wishes.

– Guardianship Planning: Designate guardians for your children in case of unforeseen circumstances.

– Trust Planning: Establish trusts to safeguard assets and provide for your children’s future needs.

 
Please register couples using only one name. All registered attendees will receive complimentary childcare services and a café beverage of their choice. 

If you require childcare services, please email us at bookings@thelullabar.com with the name(s) and age(s) of your child(ren).”

Don’t miss this opportunity to secure a brighter tomorrow for your loved ones. Reserve your spot now! 

(858) 345-2283

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