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Choosing Financial Professionals

SamCERA Boardroom 100 Marine Parkway, Suite 160, Redwood City

Course Information Location: 100 Marine Parkway – Suite 160, Redwood City CA 94065 Date: Tuesday, 9/10/24 Time: 10:00 am – 10:30 am The course equips you with the knowledge to identify and understand different types of financial professionals and their unique responsibilities, empowering you to make informed choices when selecting the right […]

Estate Planning Essentials

SamCERA Boardroom 100 Marine Parkway, Suite 160, Redwood City

Course Information Location: Online Webcast Date: Tuesday, 9/10/24 Time: 10:45 am – 12:45 pm Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process […]