Financial & Legal Plan Workshop
Preparing for Life Events
You're invited: 5:30 pm OCt. 19 Cocktails & workshop
@ Teleferic Barcelona
Presented by Greg Vogel, Portfolio Manager at GKV Capital, in partnership with Lisa Mendes, Principal Partner at Mendes Law, PC.
You’re invited: 5:30 pm OCt. 19 Cocktails
& workshop
@ Teleferic Barcelona
This small and exclusive workshop will help you prepare and plan for life’s events with tangible strategies to secure your financial future.
The seminar and cocktail hour will take place Oct. 19 at 5:30pm at Teleferic Barcelona in Walnut Creek
Life changes and topics covered that could impact your finances include:
- Divorce
- Career change
- Education
- Retirement
- Real-estate purchase or sale,
- Political impact on your investments,
- Tax law implications
Because at the end of the day, no one is planning and thinking about your family’s future more than you.
RSVP by emailing us or call (415) 806-1455 today. The time to plan is today, not tomorrow.