Preparing for Life Events
A Financial and Legal Plan Workshop
Presented by Greg Vogel, Portfolio Manager at GKV Capital, in partnership with Lisa Mendes, Principal Partner at Mendes Law, PC.
You Are Invited!
5:30 PM OCT. 19 @ TELEFERIC BARCELONA
COCKTAILS & WORKSHOP
RSVP today!
Call the Offices of Greg Vogel at (415) 806-1455 or send us a message
This small and exclusive workshop will help you prepare and plan for life’s events with tangible strategies to secure your financial future.
Life changes that could impact your finances include:
- Divorce
- Career change
- Education
- Retirement
- Real-estate purchase or sale,
- Political impact on your investments,
- Tax law implications
Because at the end of the day, no one is planning and thinking about your family’s future more than you.