Mark your calendar for our webinar on 9/8.
| | Hi, Janet—estate planning is an important part of planning for your financial future, but do you know where to start? You're in luck, because we've got a webinar for that.
Join SoFi's Head of Advice and Planning Brian Walsh and Trust & Will's Assistant General Counsel Craig Parker to learn the key components of an estate plan, the difference between a trust and a will, and everything you need to know to take a meaningful step toward helping to protect your future. | | | Brian Walsh is a Registered Representative of SoFi Securities, LLC and an Investment Adviser Representative of SoFi Wealth, LLC. | Craig Parker is not an employee of SoFi and is not being compensated for his appearance. The views expressed are of Trust & Will and may not be representative of SoFi.
| SoFi Technologies, Inc. values your privacy and the security of your personal information so please do not include sensitive personal information, such as your Social Security number, in any email or letter that you send to us.
SoFi Technologies, Inc. 234 1st St., San Francisco, CA 94105
Unsubscribe | Privacy Policy | Licenses
© 2025 SoFi Technologies, Inc. All rights reserved.
WF: 2758511
MB25-2758511-B2 | | |
No comments: