Presented by...
Kelly Balamuth
Your Neighborhood Personal Family Lawyer
Presented by...
Kelly Balamuth
Your Neighborhood Personal Family Lawyer
Join Us In-Person!
Me, Myself, and My Estate:
Planning for one
We to Me: Preparing Your Estate, Your Family, and Yourself
Join us for an informative lunch and learn workshop that takes you beyond essential estate planning strategies to ensure you and your loved ones are truly prepared.
What You'll Learn:
You'll leave feeling confident about your estate plan, whether you're planning as a couple or an individual.
Featured Speakers:
Kelly Balamuth
Estate Attorney, Balamuth Law, P.C.
Angela Wright, Financial Planner, Wright Wealth Management*
Dustie Robeson, Estate & Legacy Organizer, Springbook
Details:
- Lunch will be served
- No cost to attend, but registration is required
Don't miss this opportunity to gain valuable insights into securing your legacy and protecting your loved ones. Space is limited, please register today!
Friday, October 11, 12:00pm - 1:30pm
Hosted At:
Lafayette Library Community Hall
3491 Mt. Diablo Blvd., Lafayette, CA 94549
Complete The form below to secure your spot
Join Us In-Person!
Me, Myself, and My Estate:
Planning for one
We to Me: Preparing Your Estate, Your Family, and Yourself
Join us for an informative lunch and learn workshop that takes you beyond essential estate planning strategies to ensure you and your loved ones are truly prepared.
What You'll Learn:
You'll leave feeling confident about your estate plan, whether you're planning as a couple or an individual.
Featured Speakers:
Kelly Balamuth
Estate Attorney, Balamuth Law, P.C.
Angela Wright, Financial Planner, Wright Wealth Management*
Dustie Robeson, Estate & Legacy Organizer, Springbook
Details:
- Lunch will be served
- No cost to attend, but registration is required
Don't miss this opportunity to gain valuable insights into securing your legacy and protecting your loved ones. Space is limited, please register today!
Friday, October 11
12:00pm - 1:30pm
Hosted At:
Lafayette Library Community Hall
3491 Mt. Diablo Blvd., Lafayette, CA 94549
Complete The form below to secure your spot
Got questions about estate planning for your family?
Join Us!
"It's tough for me to really express how grateful I am to you... I really felt cared for and protected through all this, and that is something that I'm not sure I would have had with any other lawyer. . . Without a doubt, I hold you in the highest regard and feel a perennial oweyouone... Thank you.”
-Mr. Simon
"I appreciate how accessible you always were and the integrity with which your firm operated. Thanks so much to you and your staff.”
-Mimi Z.
"I don't know if you understand Yiddish, but you have been a real 'mensch' concerning us. You gave us good solid advice that I really do feel has led us to the best probable result.... Having so little experience with attorneys in the past, I feel very fortunate to have found you and your firm.”
-David C.
Will trust or ?
What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning.
Don't fail your loved ones
fAIL
Even if you've created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.
what it costs
Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.
Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.
Angela Wright (represented under the trade name Wright Wealth Management LLC (“Wright Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. See disclosures. Angela’s sponsorship of this event and her personal opinions, viewpoints and analyses should not be regarded as the views of GAM, or a description of advisory services provided by GAM.
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