Financial Literacy: Estate Planning

Financial Literacy Class – Friday at 11:45 AM, Irvine Spectrum
Topic: ESTATE PLANNING
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Financial education is KEY to making informed decisions and reaching your financial goals, no matter your background, profession, or circumstances. Gaining the right financial knowledge helps you build wealth, secure your future, and work toward financial independence.
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Did you know...

• The Difference Between Will vs. Trust? 
• Estate Planning is not just for the wealthy?
• How to avoid Probate? 

GUEST SPEAKER: Harold "Trey" Fairman, III J.D., LL.M.

• 30+ years of financial services experience
• Bachelor of Science in Finance, University of Delaware
• Law Degree, University of San Diego School of Law
• Master of Laws in Taxation, University of San Diego School of Law
• With over 3 decades of education and work experience, Trey is uniquely qualified to understand and assist with the challenges of today's wealth planning environment. 

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For more info and this week's topic, TEXT (949) 424-6776. Topics are subject to change.