Description
What is estate planning? An estate plan allows you to control what happens to your property and assets when you die or become incapacitated. Join me, and special guest Paul Garofoli, FLMI, RICP, Regional Vice President, Standard Insurance Company, for a lunch seminar to learn about the practical considerations for estate planning.
Registration for this event is full. Please stay tuned for our next luncheon.
Date and Time
Thu, Apr 30, 2026
12:00p - 1:30p PST
Location
The Twisted Fork
Joanna Moran, CFP®, AIF®, CDFA®, MBA
Guest Speaker: Paul Garofoli
This event has been funded in whole by Standard
Paul Garofoli & Standard are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Paul or the Standard no way related to Cetera Wealth Services, LLCC or its registered representatives.
Joanna Moran is a registered representative offering securities through Cetera Wealth Services LLC , member FINRA/SIPC Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Securities and insurance offered through Cetera or its affiliates. Registered address: 9770 S Virginia St, Reno, NV 89511
775-225-9588
Investments are: *Not FDIC/NCUSIF Insured *May lose value *Not financial institution guaranteed * Not a deposit *Not insured by any federal government agency.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.
The Standard is the marketing name for StanCorp Financial Group, Inc. and its subsidiaries. Insurance products are offered by Standard Insurance Company of Portland, Ore. in all states except New York, where insurance products are offered by The Standard Life Insurance Company of New York of White Plains, N.Y. StanCorp Equities, Inc., member FINRA, distributes group annuity contracts issued by Standard Insurance Company and may provide other brokerage services. Third-party administrative services are provided by Standard Retirement Services, Inc. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. Commercial real estate loans are originated, underwritten and serviced by StanCorp Mortgage Investors, LLC, and a network of commercial mortgage banking correspondents. Product features and availability vary by state and company, and are solely the responsibility of each subsidiary.