Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Join us on May 20th at 10am for this month's educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell and Geoff are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of estate planning including:
- Why you should plan
- The four "core" estate planning documents
- Planning for incapacity
- And much more!