FREE Webinar: Looking Ahead - Create Your Legacy
FREE Webinar: Looking Ahead - Create Your Legacy
Speakers:
Ernest Holguin,CFP®, Managing Director, Presidio Group Wealth Management
Albert Wu, Esq., Estate Planning Sr. Associate Attorney, Summerall Law
Wednesday, September 18, 2024, 12-1 pm
Via Zoom – Registrants will be sent the link to attend
Registration deadline: September 13, 2024
A legacy is what you leave behind — and that involves thinking ahead now. In this free one-hour webinar, we'll cover financial planning for the future and the legal documents you need to protect your plan. Ernest Holguin, CFP, Managing Director, Presidio Group Wealth Management, will share basic retirement and accumulation concepts and tax strategies related to charitable giving. Albert Wu, Esq., Sr. Associate Attorney at Summerall Law, will share insights for preparing your will and other essential documents to protect your legacy, ensure your wishes are carried out efficiently, and avoid probate court.
Ernest Holguin, CFP®
Managing Director, Presidio Group Wealth Management
Based in Presidio Group's Walnut Creek office, Ernest Holguin has expertise in retirement, college, and tax planning, as well as estate and charitable giving. Presidio Group provides investment management, portfolio construction, and insurance to clients in over 40 states. Originally from southeast Los Angeles, Ernest received a BA in Economics from UC Berkeley and has worked as a financial advisor since 1996. For fun, Ernest plays right field for the Benicia Old Timers and he and his family have a goal to visit all 50 states.
Albert Wu, Esq.
Estate Planning Sr. Associate Attorney, Summerall Law
Albert grew up in Stockton, California. He majored in Business Administration and History at UC Berkeley, while competing on the Cal Men's Lacrosse Team, then earned his J.D. at Harvard Law School. Albert's family is from East Asia (Taiwan, Japan, Hong Kong, and mainland China) and he speaks Mandarin. He enjoys helping families and individuals navigate important family and financial decisions through his work with trust and estate planning. In his free time, Albert likes to play various sports, read, and play piano.