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You're Invited!

As part of ClearRock's ongoing initiative to promote women's financial literacy, we are pleased to present:
- Savvy Wealth Planning for Women of the Sandwich Generation, with Phil Feldman -
Financial Confidence in Life's Pivotal Moments and Beyond.
Sandwiched between caring for your parents and providing for your children?
You're not alone. Managing your own wealth while worrying about the financial well-being of others can be difficult. Join us as we host one of the Bay Area's most prominent estate planning practitioners, Phil Feldman, to discuss wealth management and transfer strategies for Sandwich Generation women. Topics on basic estate planning will include:
  • Living trusts
  • Powers of attorney
  • Insurance considerations
Register today and walk away with actionable strategies to optimize your family wealth in this open, educational format!

RSVP HERE

Registration and lunch are complimentary. Space is limited.
Date:
Wed. April 22, 2015
Agenda:
11:45am-12:00pm:
Check-In and Lunch
12:00pm-12:45pm:
Savvy Wealth Planning Strategies with Phil Feldman
12:45pm-1:00pm:
Q&A and Networking
Location:
ClearRock Office
1 Ferry Building Fl. 2

San Francisco, CA
Phil Feldman
Partner at Coblentz Patch Duffy & Bass LLP
Expertise: Family wealth, 30+ years of experience
Spotlight: 2014 Lawyer of the Year - Trusts & Estates, Best Lawyers
PO Box 607 | Ketchum, ID 83340 US
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