In your great to-do list of life, where does estate planning fall? Many people prioritize saving for retirement and paying down debt yet completely ignore the importance of estate planning. We get it. Not only is it easy to get caught up in the pressing needs right in front of us, but it’s also no fun thinking about our own disability or death; we believe it’s too costly to get these documents in place; or we think we don’t have enough money to worry about estate planning.
Regardless of how much or how little you have to your name, if you don’t create a plan, you are taking a huge risk when it comes to caring for your family and your assets. We believe your estate plan does not need to be complicated or stressful, and the peace of mind it provides is worth it.
That’s why we created a webinar to help you get started! In our The Importance Of Estate Planning webinar, we’ll cover the basics of estate planning, how to protect your family and leave a legacy, and what baby boomers need to know to achieve their estate planning goals.
If you need some help getting started on your estate plan, sign up to watch our webinar now! Once you register, you’ll have immediate access to the webinar. As always, please don’t hesitate to reach out to us with any questions or concerns you may have, and feel free to pass the webinar link on to anyone in your life you feel would benefit from the information. If you want to take the next step, call our office today at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call!
About 1on1 Financial
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.