Establishing an Estate Plan to Create a Legacy

Wednesday, October 23 - "Establishing an Estate Plan to Create a Legacy"

5:00 pm - 7:00 pm

Join Michelle Privitera and Krista Conover from Silicon Valley Bank's Wealth/Trust Division, April Glatt, and Joe Newman from Chauvel and Glatt. 

What you'll learn:  

• Understand the nuts and bolts of a trust and estate plan
• What common mistakes do people make, and what pitfalls should you avoid
• and more

You will leave this talk more informed about how to start a new family trust and estate plan or modify an existing one. 

Community Event. 

Please register so we can get a count. 

Cost: FREE