Estate Planning 101 : Planning for the Unexpected

Join us on June 11th, 2020 to learn everything you need to know in order to start your San Diego estate planning process.

Minimize what you leave to the government.

Maximize what you leave to loved ones or charity.

A common misconception around estate planning is that you only need to consider it post-retirement. In reality, proper estate planning serves an integral part of every financial plan at every phase of life.

Understanding the process, concepts, tools, and strategies behind protecting your family and assets will prepare you for successful estate planning.

What you will learn:

  • Why establishing an estate plan is vital to financial planning success
  • What to consider when choosing a San Diego fiduciary
  • The process, concepts, tools, & strategies behind protecting your family and assets
  • The core documents used to create and implement the estate plan, including the will, trust, power of attorney, and healthcare directive

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Missed the webinar? No worries – here’s the presentation deck & recording from the live event!

Featured Speaker

Matthew Belardes Wealth Management Specialist at Capital Growth in San Diego

Matthew Belardes. CFA, CFP, Esq.

Estate Planning Attorney

Matthew has 12 years of financial experience and has worked at Citi Smith Barney, Credit Suisse, and Wells Fargo. Alongside his role at Capital Growth, Matthew is also an Estate Planning Attorney at his firm, Praesidio Estate Planning. Matthew strives to provide high-quality, straightforward, and comprehensive estate planning services at an affordable price to San Diego residents.

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