How to Prepare for Your Future
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How to Prepare for Your Future

Agenda: Estate planning and long term care, How to finance your transition, Capital gains and transfer tax & more!

By Danielle Pollack - Supreme Lending

Date and time

Saturday, May 3 · 12 - 2pm PDT

Location

1501 Marchbanks Dr

1501 Marchbanks Drive Walnut Creek, CA 94598

About this event

  • Event lasts 2 hours

Topics

  • Estate planning and long term care
  • How to prepare to downsize
  • How to finance your transition
  • Capital gains and transfer tax
  • Care options
  • Five myths about hospice


Saturday May 3rd from 12-2pm

Heather Farms HOA Club House

1501 Marchbanks Drive,

Walnut Creek CA 94598

Tags

Organized by

Danielle Pollack - Supreme Lending