Lucica, of RJL Wealth Management, and Spector, an attorney specializing in estate planning, trust and probate law, will talk about what is needed to make informed decisions about the management and oversight of assets and investments, as well as evaluating when you can afford retirement.
Learn what documents to have in place (wills, trusts, insurance policies, etc.) and what happens when your papers are not in order.
Register online at
or call (858) 637-3223. The program is presented by Jewish Family Service.