Local Real Estate and Financial Experts to Hold Free Seminar To Help Santa Rosa Residents get Financial Affairs in Order

Seminar to cover everything from wealth management to preparing a home for sale

Three Santa Rosa financial and real estate experts will hold a free informational seminar entitled “Getting Your Financial House in Order.”  The seminar, which is designed for Sonoma County residents who are interested in bettering their financial situation, will be held Thursday, February 17, from 11a.m. to 1:30 p.m., at the Oakmont Golf Club’s Quail Inn, located at 7035 Oakmont Drive, and will include a catered lunch.

Presenters include Robert Schwartz, a senior managing director for First Republic Bank, John Antonini, a managing partner of Antonini CPAs, and Jerilynn Babington, a Realtor with more than 35 years of experience who works in the Santa Rosa office of Coldwell Banker Residential Brokerage.  The experts will discuss estate planning, wealth management, cash flow optimization, eldercare, and how to net more from the sale of your home.

“Our goal is for this seminar to educate Sonoma County residents on the fundamentals of finance and how to set themselves up for a successful future,” said Babington.  “There are so many pitfalls along the road to financial stability, especially these days.  By educating people on how they can better their situation, we provide them with tools to accomplish their goals.”

Seating is limited so to RSVP, please call Babington at 707.537.1337, 707.330.5142 or 510.421.9000.

 

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