Spreading Wealth Through the Generations

Free Financial Workshop
Provided by: Financial Planning Association of Silicon Valley

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Monday, March 23, 2015
7:00-8:30 pm
 

Get some good advice from financial advisor Rafe Ann Du Bois. Are you planning on gifting funds to grandchildren? Our presenter will discuss many types of potential generational giving and how to distribute your funds efficiently and without paying extra taxes.  
 

Workshop will be held at the Cupertino Library in the Story Room
For more information please call (408) 446-1677

 

 

 

 

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