Estate Planning Workshop with Moneywise Wealth Management & The Law Offices of Young Wooldridge, LLP
Join Justin Leland, CFP®, AIF® and Senior Financial Advisor for Moneywise Wealth Management, and Kevin Danley, Partner with The Law Offices of Young Wooldridge, LLP, for this complimentary workshop as they focus on the need for careful action when it comes to managing an estate and conserving assets. Estate planning fundamentals, challenges, distribution techniques, trust strategies, important documents and current tax laws will all be covered in this complimentary, informative workshop being held in-person and via live stream.
- Estate planning fundamentals & challenges
- Distribution techniques
- Trust strategies
- Important documents & current tax laws
August 20, 2026 at 6 PM
Doors Open at 5:30 + Presentation at 6:00
Bakersfield College Southwest Campus
9400 Camino Media • Bakersfield, CA 93301
Presented by Safe 1 Credit Union
Click here to RSVP!or RSVP at (877) 723-3128 • marketing@safe1.org
RSVP by Monday, August 17, 2025You will receive the livestream link via email a few days before the workshop.
Moneywise Wealth Management, The Law Offices of Young Wooldridge, LLP and Safe 1 Credit Union are independently owned and operated.
Justin Leland is a Senior Financial Advisor, Certified Financial Planner, Accredited Investment Fiduciary, and the founding Director of Business Services at Moneywise Wealth Management. He specializes in company sponsored retirement plans and partnering with business owners and holds his Bachelor’s degree in Business Management from the University of Phoenix, as well as CA State Life and Health Insurance, and has the Series 6, 63, and 65 securities licenses with LPL Financial.
Kevin Danley is an attorney and partner at Young Wooldridge, LLP, with a focus on estate planning as well as business formation & planning. He earned his Juris Doctorate from UC Davis School of Law and was admitted to the California State Bar in 2003. Kevin is a Bakersfield native and received his B.S. from California State University, Bakersfield.
Justin Leland & Moneywise offer securities through SCF Securities, Inc. Member FINRA/SIPC, an investment advisory services through SCF Investment Advisors, Inc. an SEC-registered investment advisor. 101500 Meanley Drive, First Floor, San Diego, CA 92131 | 800-955-2517. Moneywise, Safe 1, and SCFIA are separate entities.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses CFP® CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete an organization’s initial and ongoing certification requirements to use the certification marks.