In Person FREE

Coffee & Clarity
 Estate & Financial Planning Essentials 
January 20, 2022 at 9:00 am
Addy's Bistro
13771 Danielson St., Ste E
Poway, CA 92064
During this breakfast education, you will discover:

Estate Planning Essentials

tip #1
What happens to your 
kids and your assets if 
you don't have a plan in place for your loved ones & how to make sure your kids are raised by the people you choose, not who a judge might choose
tip #2
Why preparing for your possible incapacity is the best gift you can give your family
tip #3
Common misconceptions about what estate planning actually is, who it is for, and why you need is not what most people think
tip #4
How to ensure the assets you leave to your loved ones are protected from creditors, divorce, and bankruptcy & how to pass on more than just your assets, and leave a true legacy

Financial Planning Essentials

tip #1
What is my NET WORTH and how do I track my progress towards financial success?
tip #2
How do I build my wealth? Budget management while saving taxes?
tip #3
Investment management and timely market updates
Meet Your Presentors
Your Personal Legacy Lawyer
Personal Legacy Lawyer Sotera Anderson is passionate about protecting families and their legacies by helping them plan for the unexpected. 

Sotera been practicing law in California since 2000. Having her daughter, Sophia, completely changed Sotera’s perspective on life and what was important to her. Sophia made Sotera want to do good in the world; to make a difference in people’s lives. Thinking about her life and her daughter and what would happen if something happened to her, scared the crap out of her. Sotera knew she had to find a better way to protect her daughter than what traditional estate planning lawyers think to do.  And...she has.

Kids have a special place in Sotera’s heart and caring for them and providing for them means a lot to her personally. Sotera helps parents make sure they protect their children and leave a legacy for their family. Sotera is not just your lawyer. She is your trusted advisor. She provides heart-based services. She delivers peace of mind. She creates more connected families during life and afterwards. In short, Sotera delivers love for you and your family.
Your Personal Financial Advisor
Your financial goals are individual, and I can help you achieve them. I help clients achieve their financial goals through the comprehensive financial planning process.

During the financial planning process, I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Pictured is my husband, Nick, and three kids Mason, Elle and Piper (ages 10, 8 & 4 respectively).

Danielle K. Vigneault, Financial Advisor
CA insurance #0M24095
Athena Constant & Associates
A private wealth advisory practice of Ameriprise Financial, LLC

Take Advantage Of This FREE Lunch Presentation
© Law Offices of Sotera L. Anderson, a Professional Law Corporation
© Ameriprise Financial, Services, LLC. Member FINRA and SIPC.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and invoice investment risks including possible loss of principal and fluctuation in value.
This is an informational seminar. There is no cost or obligation.
This seminar is sponsored by Eaton Vance. Eaton Vance and its representatives are not affiliated with Ameriprise Financial or the Law Offices of Sotera L. Anderson, a PLC
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