Broker Check
05 March
What Happens Next?: Planning for the "When" not the "What If"


We avoid talking about it, but having a strong wealth protection plan in place now can help alleviate a lot of burden off of our family in the event of our unexpected death.

In this educational workshop, we will cover general information about strategies to protect your family and what you love most upon your passing.  The content is designed to be general by nature, however, we do give attendees an opportunity to ask about their specific situation afterwards if they choose.

If you answer “Yes” to any of the following questions, then this workshop may be for you:

*Do you have a home or are looking to buy one in the future?
*Do you have children?
*Are one or both spouses contributing to the household income?
*Are you the executor/trustee/guardian for another family member, and not sure what your role is?

Don’t have a babysitter? We got you covered! Pizza and entertainment will be provided for your kids. Don’t worry, we have wine and light refreshments covered for the adults also.  Bring your spouse, and a friend or two!

Date and Time

Thu, Mar 05, 2020

5:30p - 7:30p PST


PrimeLending Office

3131 Camino Del Rio N
Suite 1620
San Diego , CA


Parking is located in the front of the building.

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