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:
Powers of attorney
Register today and walk away with actionable strategies to optimize your family wealth in this open, educational format!