Events
2025 ASK ME: Let’s Get Your Ducks and Dollars in a Row
August 21, 2025 @ 12:00 pm - 1:00 pm PDT
- This event has passed.
August is Make a Will Month, and we invite you to join us for our next ASK ME educational webinar, “Let’s Get Your Ducks and Dollars in a Row,” on Thursday, August 21, at 12:00 PM PDT / 9:00 AM HST.
Hear from Beth Greulich, CDFA, CFP, Partner, Quantum Financial Advisors, and Michael S. Welling, Senior Director, Planned Giving, ALS Network.
This webinar will explore key financial and estate planning strategies designed to help you build a more secure and confident future for yourself and your loved ones.
Learn how to protect your assets, plan for retirement, and ensure your legacy is preserved.