FINALLY CREATING A LIVING TRUST-BASED ESTATE PLAN YOU CAN DEPEND ON
This highly-focused workshop is designed for those who are exploring putting together and estate plan (but haven't gotten around to it), and those with an existing plan they would like to re-create. Our innovative workshop is presented in 3 easy steps: First, we share a dynamic, 30-minute educational presentation covering the basic principles of Living Trusts and Estate Planning; Second, using our proprietary worksheet and flowchart, we guide you through a 30-minute advice-paced session of creating a preliminary outline of your very own Living Trust-Based Estate Planning Package; and Third, we follow up with a complimentary consultation at our office to discuss how proper planning would integrate into your specific situation.
6:00 PM - Wednesday, June 25, 2014
6:00 PM - Thursday, June 26, 2014
SALT CREEK GRILLE
32802 Pacific Coast Highway
Dana Point, California 92629
Our seminars are typically held at premiere Orange County restaurants. The event begins with a salad and non-alcoholic beverage, followed by an approximately 60-minute program (content depends on the seminar being held). Upon conclusion of the seminar, dinner from a limited menu is served. A question and answer discussion is held during the meal. All seminars, including dinner, are free of charge. Only pre-registered attendees may attend.
After registering, you will receive a confirmation letter in the mail with your ticket(s), and all of the additional information you will need to know.
Only pre-registered attendees may attend our seminars and workshops. If you would like to register for any of our upcoming events, please call our registration hotline 24/7:
Additional registration methods (e.g., online, etc.) are forthcoming, and more information will be posted here as it becomes available.