Finance & Estate Planning for Families, 8 July | Event in Costa Mesa | AllEvents

Finance & Estate Planning for Families

Dewane Investment Strategies

Highlights

Tue, 08 Jul, 2025 at 06:30 pm

1 hour

Saint John the Baptist Catholic Church

Free Tickets Available

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Date & Location

Tue, 08 Jul, 2025 at 06:30 pm to 07:30 pm (GMT-07:00)

Saint John The Baptist Catholic Church

1015 Baker Street, Costa Mesa, United States

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About the event

Finance & Estate Planning for Families
Learn what financial planning for your family looks like and what basic estate planning documents you should consider for your family.

About this Event

Finance & Estate Planning for Families

Join this informational seminar at Saint John the Baptist Catholic Church for event on finance and estate planning for familes. Complimentary food and drinks will be provided. Some topics we'll be covering include:

  • Financial planning topics for families.
  • Typical estate planning documents.
  • Transferring investments & wealth to the next generation.


Visit www.dewaneis.com to learn more about Dewane Investment Strategies.


*Raymond James and its advisors to not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. Dewane Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.


Also check out other Workshops in Costa Mesa.

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Ticket Info

Tickets for Finance & Estate Planning for Families can be booked here.

Ticket type Ticket price
General Admission Free
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Event Tags

Nearby Hotels

Saint John the Baptist Catholic Church, 1015 Baker Street, Costa Mesa, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change.We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

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Host Details

Dewane Investment  Strategies

Dewane Investment Strategies

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Finance & Estate Planning for Families, 8 July | Event in Costa Mesa | AllEvents
Finance & Estate Planning for Families
Tue, 08 Jul, 2025 at 06:30 pm
Free