- How to control who gets what, when and how
- How to avoid probate
- How to calculate the value of your estate
- Strategies that could help reduce taxes
- And more...
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.
This is an education event only. There will not be anything for sale during or after the presentation.
Space is limited, reserve your seat today!
FUTURE WORKSHOPS DATES:
Monday, February 24th 2020, 6:30 PM - 8:30 PM
Tuesday, April 21st 2020, 6:30 PM - 8:30 PM
Monday, June 29th 2020, 6:30 PM - 8:30 PM
Monday, August 17th 2020, 6:30 PM - 8:30 PM
Monday, October 26th 2020, 6:30 PM - 8:30 PM
Date and Time
Mon, Feb 24, 2020
6:30p - 8:30p PST
Alliant International University, Irvine
Presenters: Brian Walker & Robert Sousa