Gay and lesbian estate planning –
How a plan helps put you in control.
July 12, 7-8PM at the Center
Presented by Kai Toh, CFP®, CIMA®, CRPC®, ADPASM, APMASM, MBA
Financial Advisor with Ameriprise Financial
1919 S. Bascom Ave., Ste # 100, Campbell, CA 95008
During this educational seminar, you’ll learn ways to:
• Care for the people you love, even after you’re gone.
• Leave behind a lasting, meaningful legacy.
• Make sure your assets go to the people you intend.
Space is limited. Please make a reservation by July 10th, 2012.
Call 408-963-2271 or email
This is an informational seminar. There is no cost or obligation. Kai Toh and Ameriprise Financial are not affiliated with the Billy DeFrank LGBT Community Center.