Ease the transition, Create an estate plan Free webinar

Estate planning isn't just for the wealthy. It's for anyone who has people they love, assets they've worked for, and wishes they want honored.

In this free, one-hour webinar, San Diego-based financial advisor Hatem Elshimy will walk you through the essentials in plain, conversational language — no financial jargon, no pressure.

You'll learn:

• What a will, trust, and beneficiary designation actually do (and why you need all three)

• What happens to your assets if you don't have a plan

• The most common mistakes families make — and how to avoid them

• 10 practical steps to get your estate plan started

Whether you're just getting started in the U.S. or have been here for years, this session will help you feel more confident and prepared.

🎁 Special offer: The first 5 attendees to RSVP will receive a complimentary 30-minute consultation with Hatem — a $500 value, free of charge.

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About Hatem Elshimy:

Hatem has been in financial services since 2013 and works with individuals, families, and business owners — with a focus on first- and second-generation immigrants in Southern California. He takes a conversation-first approach: no pressure, just clarity.

Website: hatemelshimy.com

Phone: 858-444-2614

Email: elshimy.hatem@principal.com

Financial Representative, Principal Financial Network | San Diego, CA

This event will be on Zoom

Free for all

RSVP to get the zoom link