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Helping You Protect What Matters Most - May 27, 2020

Helping You Protect What Matters Most - May 27, 2020
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WORKSHOP ON HELPING YOU PROTECT WHAT MATTERS MOST – Wednesday, May 27, 2020

 

The East Bay Chapter of the Berkeley Haas Alumni Network invites you to a workshop on Helping You Protect What Matters Most.

 

In this workshop, you will learn how to assess your coverage needs to protect your income, how to protect your loved ones, and how to protect your business, if you are a business owner. This workshop will help you select the right type of coverage and describe some of the hybrid life/long-term care protection options that are available. Business owners will learn how to do succession planning.

Presenter:

Emil Peinert, Managing Director, Foci Wealth Management

https://www.ameripriseadvisors.com/emil.j.peinert/cid=IP_local_google

 

Date: Wednesday, May 27, 2020

Time: 2:00 pm to 3:30 pm - Workshop via Webex; the Webex link will be emailed to registered attendees prior to the event

Cost: Free

 If you have any questions, email Dean Suzuki at dean.suzuki@gmail.com

 

Views - 18/07/2020 Last update
via webex
on line, berkeley 94720-6050, ca, us
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