20
May
Navigating Life's Hard Financial Decisions | Tax & Estate Planning — Coordinating Decisions Instead of Avoiding Them
Description
Tax and estate planning is often delayed because it forces uncomfortable conversations and value-based tradeoffs. In partnership with Simpson University, this session helps participants replace avoidance with coordinated, thoughtful planning with the goal of reducing long-term risk and regret.
- What decisions am I avoiding, and what is the cost of continuing to avoid them?
- How do you use the right tax, legal or financial professional at the right time without piecing together separate recommendations on your own?
Join us on May 20th at 12:00 PM at Simpson University Student Union 2211 College View Drive, Redding, CA
To save your spot please RSVP to deb@wealthwise.partners or by phone (530)710-9473
LPL Tracking #1083270
Date and Time
Wed, May 20, 2026
12:00p - 1:00p PST
Location
Simpson University Student Union
2211 College View Drive
Redding ,
CA
Note
*Lunch not provided