Why Estate Planning is Important: Seminar

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Why Estate Planning is Important: Seminar

March 3, 2015 @ 6:00 pm - 7:30 pm

Lorilee, Michael T. Wilson, CFP, and Erin Roche of Roche Accounting Inc. will host a free seminar addressing why estate planning is important, what happens if proper planning is not done, who should do estate planning, and changes in the economy that people need to be aware of. The seminar will be from 6-7:30 p.m. at Lorilee’s office located at 3333 Mendocino Avenue, Suite 202, Santa Rosa, CA. To attend, please call 707.542.2889.  For more information about Michael, please visit his website at www.michaeltwilsoncfp.net.  For more information about Erin, please see www.rai-cpa.com.


March 3, 2015
6:00 pm - 7:30 pm