CONNECT & GROW
CONNECT & GROW
@PAIGE.CHARNICK
Helping you have life’s hard conversations for better outcomes with clarity and confidence
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get it on the calendar
TUES 10/20 5:30-7:30 PM
WINE & WILLS:
A Trust & Estate Planning Event
In Person Event at the Beach Equities Long Beach Headquarters.
Join Beach Equities for "Wine & Wills," an approachable evening designed to help you better understand how to protect your home, your assets, your family and your future.
We’re bringing together trusted local professionals for a practical conversation about the important decisions—
Our guest experts will cover:
• Estate Planning Attorney Camden DeLong — trusts, wills, estate planning and protecting your wishes
• Keen Home Care, Machelle Thompson — navigating home care and planning for changing needs
• CPA Insights, TBA — financial and tax considerations that belong in the bigger planning conversation
• Reverse Mortgage Expertise, TBA — understanding home equity and the options that may be available as you age
WED 10/14
PROBATE PLAYBOOK COURSE RETURNS THIS FALL (6 WEEKS)
We start October 14th so you can be set up correctly for 2027!
