Financial Knowledge: Estate Planning Essentials

Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.

To register, visit www.SBCERA.org/Financial-Knowledge to create your student account and begin exploring the upcoming courses.

Need help registering? 
Contact Financial Knowledge directly at (408) 414-5050 or Programs@FinancialKnowledge.com and they can help register you for courses.

About Financial Knowledge

Financial Knowledge is an accredited financial education firm with more than 35 years of experience helping people understand the nuances of money management. They aren’t affiliated with any financial institutions or service providers, so you won’t hear any sales pitches or discover any hidden agendas.

From budgeting tips to retirement planning, there’s something for everyone, no matter where you’re at on your financial journey. Courses will be conducted by certified financial planner professionals and are designed to empower you in managing your personal finances.