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Estate planning

What do you need to know about Estate Planning?

Common mistakes and how to avoid them.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Jennifer Woodhouse is not affiliated with MML Investors Services, LLC. By joining the event, you are consenting to being recorded.

This event is intended for individuals residing in: AK, AZ, CA, CO, FL, GA, HI, ID, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, PA, TN, TX, UT, VA, WA, WI, WY. Individuals outside of these jurisdictions should not attend.
If applicable: Ian Rice CA Insurance License #0160954, Brian Wilson CA Insurance License #0F04985, Kasey Closs CA Insurance License #0L95623, Nathan Piers-VanderPloeg CA Insurance License #0K16254 CRN202310-1134045

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October 12

Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)

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January 27

January 2022 market update with City National Rochdale