Lunch & Learn: Estate & Family Legacy Planning

You’re Invited: Women’s Lunch & Learn – Estate & Legacy Planning!

Life By Design Investment Advisory Services invites you to a special Lunch & Learn event exclusively for women. Join us for an engaging and approachable conversation around Estate & Family Legacy Planning and Charitable Gifting Strategies—designed to help you feel more confident, informed, and empowered about your financial future. 

This event is hosted by Monique Marshall, founder of LBDIAS, whose passion is to serve and support women in all walks of life—especially those navigating transitions like widowhood, caregiving, or retirement. At Life by Design, our mission is to walk alongside individuals and families with wisdom and care, helping them align their financial decisions with what matters most. 

Space is limited. Please RSVP by calling 714-541-4180 no later than 5/26/2025 to reserve your spot.