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The Basics of a Comprehensive Life Plan

  • Caffe Luxxe 11975 San Vicente Boulevard Los Angeles, CA, 90049 United States (map)

A talk about what areas to consider and think about when mapping out your life’s plan. Katrina Soelter, Financial Advisor with Wells Fargo Advisors, LLC and Cal Alumnus, will talk about how to structure your vision and mission by utilizing investment, risk management, retirement, estate and tax planning strategies for you and your family.

Talk begins at 10:00 AM, followed by informal discussion.
No charge. Meet on outdoor patio. Free parking in rear.

Earlier Event: July 7
DTLA Happy Hour