May
01
La Jolla, CA | Torrey Pines Lodge | Lunch 12:00-2:00PM
Love, Money and Partnerships
What You Need To Know
Please Register by April 27, 2019
Space Is Limited

This dynamic dialogue will offer a clear vision about relationships and the skills and perspective you need to navigate those situations which might have started off with great optimism but are now in a different place. All of us have made  decisions in our lives which at the time seem like the best ones, but upon long-term reflection, do not turn out as we had planned.

For example, one of those might have been to establish credit together and putting assets in one name without giving any thought to what might happen if personal lives should change; another is to establish a business with a partner; and yet another is not realizing that we will be living longer lives and don't really focus on what that longevity will cost us.

This discussion will feature an engaging speaker, Elizabeth Jensen, Senior Vice President and Senior Wealth Planning Strategist, Wells Fargo Private Bank, who specializes in developing comprehensive, custom wealth plans for her clients and serves as a resource on matters of estate planning, tax, philanthropy and business planning.  She will be joined by Patti Bennett, Senior Vice President, Wealth Advisor with Wells Fargo Private Bank, who is passionate about helping women steward their wealth successfully.

Elizabeth and Patti combine years of knowledge, wisdom and experience which will create a lively and interactive dialogue and one you will not want to miss. They will share their vast experience and years of working with clients which will help you in your thought process on the decisions and choices you make.