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JOIN US FOR AN AFTERNOON TEA & CONVERSATION IN SAN DIEGO!
JOIN US FOR AN AFTERNOON TEA & CONVERSATION IN SAN DIEGO!
GET YOUR TICKETS NOW! The pandemic taught me many things, including the need to have my financial affairs in order. Frankly, too many friends suffered great anxiety over this issue especially when family members experienced prolong illness that was exacerbated by Covid. There were worries about how to transfer assets without incurring huge tax liabilities and how to handle financial matters when a loved one is no longer capable mentally and emotionally to do so.