You’ve learned why estate planning is important in our popular 101 workshop. Now, it’s time to put that knowledge into action!
Brought to you by the San José Public Library Foundation, this FREE estate planning workshop held at the Almaden Branch Library in San José is designed to guide you through the practical steps of securing your legacy as our expert speakers dive into tangible action items and provide you with the tools you need to move forward with confidence.
Whether you’re just starting your estate planning journey or looking to refine your existing plan, join us for light refreshments as our expert speakers provide helpful insights.
Location Address
Almaden Branch Library (inside Community Center)
6445 Camden Ave
San José, CA 95120
Meet the Experts
Marisa Martinson
Estate Planning Attorney
Berliner Cohen
marisa.martinson@berliner.com
Lauren Mader Gray
Senior Financial Advisor
Merrill Lynch Wealth Management
lauren.madergray@ml.com