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Estate Planning and Financial Planning Fundamentals for Parents

  • MSM Clubhouse Stonestown Galleria, 2nd floor San Francisco United States (map)

With Patricia De Fonte and Liz Groeger

At this estate planning and financial planning workshop, parents will learn why they need a personalized estate plan to care for themselves and their children should the unfortunate happen, and the importance of a personalized financial plan to help them achieve their financials goals like retirement and paying for their children’s college education.

Estate planning topics:

  • Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children's future.

  • Learn how to control the circumstances in which your children receive their inheritance

  • Learn how to create an estate with life insurance

  • Learn about what happens when someone dies without an estate plan

Financial planning topics:

  • Learn what a financial plan is and how to invest toward your goals

  • Learn how to create your personal net worth statement

  • Learn ways to save and invest for your retirement

  • Learn about 529 education savings accounts

Space is limited, register today! Snacks will be provided. Babies and toddlers are welcome.


About the speakers:

Patricia De Fonte, Principal and Estate Planning Attorney, De Fonte Law PC

I bring a relationship-based approach to helping clients create tailored estate plans based on their values.  These plans protect my clients, their loved ones, their assets, and their legacies. You can read more about my process and services at www.defontelaw.com 

patricia@defontelaw.com

415-735-6959

Liz Groeger, Vice President, Financial Advisor, Morgan Stanley 

I work with individuals and families to help them solve their complex financial needs.  I focus on goals-based financial planning and wealth management– helping my clients plan and invest to achieve goals like retirement, buying real estate, funding their children’s college education, philanthropic giving and more.

elizabeth.groeger@morganstanley.com

415-693-6054