Join us as our own Vice President, Raymond Czajka, presents “Family Tree Financial Planning”. In this session, Ray will present financial implications of scenarios around multi-generational life events. Topics include, but are not limited to, considerations for: income & asset disposition; tax brackets; social security; investment income tax; gifting, and so much more, including a Q & A session. In order to ensure we have plenty of seats and refreshments, please RSVP via text to 951-821-1724 or email to scspf.club@gmail.com. Looking forward to seeing you there!