This gift certificate is good for a personal Family Wealth Planning Session meeting (a $750 value) + $250 towards your Family's Estate Plan. This meeting (up to 2 hours) is designed for the purpose of getting your financial life well-organized, clarifying what you have and what you?ll need to ensure you live life responsibly and your loved ones feel well led and well loved in the event of your incapacity or death.
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Your support matters, so Citizens of the World Mar Vista would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Citizens of the World Mar Vista, we may contact you in the future about our ongoing efforts.