Thursday, May 29th

4:30 - 6:00pmRefreshments will be served.

This event is FREE.

Please Join Us for an Informational Forum

“Socially Responsible Planning”

Fountaingrove Lodge is committed to bringing informational

topics to the LGBT and ally community.

Kindly - RSVP by May 27thto 707-755-3030

as space is limited.

Carol YoungCerti�ed Trust & Financial Advisor

MaryClare LawrenceAttorney

Jacqua Miller, ERFinancial Advisor

RCFE #496803440

4210 Thomas Lake Harris Dr.Santa Rosa, CA 95403

fountaingrovelodge.com

Our well rounded panel of experts will share inside tips on

Socially Responsible Investing, Retirement and Estate Planning and

the importance of having a Trustee, with an emphasis on the issues

that gay and lesbian individuals and families may face.

• MaryClare Lawrence, JD - Author of “Estate Planning Should Not be

a Near-Death Experience”

• Carol Young – Learn how naming a Corporate Trustee protects you

from inability, disability, predators and creditors

• Jacqua Miller, EA – How to be a Socially Responsible Investor

Securities offered through Financial West Group. Member FINRA/SIPC.