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Wealth Circle: estate planning

October 12, 2023 @ 6:30 pm - 8:00 pm PDT

The investment world can be a complicated and overwhelming place for those on the outside. If you’re finance-savvy, join us to share your financial/investment experience and offer advice. If you’re muddled about the investment world, our conversation will bring clarity.

In this session, we’ll host Janet Brewer, advanced estate plan lawyer, who will talk with us about estate planning. Janet is the principal of the Law Office of Janet L. Brewer. For more than 20 years, she has focused her practice on estate planning and probate matters, including the preparation of wills, revocable trusts, tax-sensitive trusts, and gift planning.

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