Trust & Will
Trust & Will

Shaken not stirred...

Email sent: Apr 1, 2021 2:31pm
We're shaking up estate planning yet again.
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The Conservator

by Trust & Will

🗓️ Financial Literacy Month

 

We’re kicking off April with something exciting...  

Our Free Estate Planning Webinar!

Join Trust & Will’s Head of Legal, Patrick Hicks, plus Certified Financial Planner, Rianka Dorsainvil, on Thursday, April 8th, at 12n PST!

This is a chance to get your questions answered, chat with the experts, and set yourself up for financial success. Plus, get a free gift just for signing up!

Save My Spot

 

Making Money Moves

Seismic shifts are happening right now in the financial world. We'll help you make sense of it all and how it might affect your estate.

+ New on the Learn Center What You Should Know About Financial Planning (A quick guide to protecting your future).

 

ICYMI

These caught our attention: 👀

 

It's Gonna Be May

A few things to watch for...

  1. 🧠  Mental Health Awareness: Bring peace of mind to your estate
  2. 👵   Dear Mama: Mother's Day! "Alexa, remind us to get flowers"
  3.   🇺🇸  Memorial Day: Honoring our country & freedom
  4. 🤝   Sharing is Caring: The Future of Estate Planning is here! Next newsletter we'll unveil "Shared Access"

 

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Trust & Will 961 W Laurel St San Diego, CA 92101

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