Please join this educational workshop to learn how you can provide the most effective estate plan to benefit your family and reduce the impact of transfer fees and taxes. Hear about the importance of thoughtful planning for the rest of your life and how to leave a legacy that promotes the long-term well-being of your family. Spouses and adult children are encouraged to attend together.
Read MoreWe offer no-cost Financial Workshops at our offices in San Mateo. Each three-hour workshop covers topics such as budgeting, spending habits, ways to build credit, and benefits of using credit. To register for a workshop in San Mateo, please contact Financial Empowerment Coordinator, at 650.403.4300 ext 4105
Read MoreWe offer no-cost Financial Workshops at our offices in San Mateo. Each three-hour workshop covers topics such as budgeting, spending habits, ways to build credit, and benefits of using credit. To register for a workshop in San Mateo, please contact Financial Empowerment Coordinator, at 650.403.4300 ext 4105
Read MoreWe offer no-cost Financial Workshops at our offices in San Mateo and San Jose. Each three-hour workshop covers topics such as budgeting, spending habits, ways to build credit, and benefits of using credit. To register for a workshop in San Mateo, please contact Financial Empowerment Coordinator, at 650.403.4300 ext 4105
Read MoreWe offer no-cost Financial Workshops. Each three-hour workshop covers topics such as budgeting, spending habits, ways to build credit, and benefits of using credit. To register for a workshop in San Mateo, please contact Financial Empowerment Coordinator, at 650.403.4300 ext 4105 or by email.
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