ATTEND A FREE ESTATE PLANNING SEMINAR

Our seminars educate you about the importance of an Estate Plan, inform you of the new tax laws that may have an impact on your existing plan, and illustrate how we can customize a plan for you based on your specific assets and family situation.

Can’t make these dates?
If you are a homeowner, have over $1 million in assets, or have an existing Estate Plan that is out-of-date, call us at 855.250.9988 to schedule a free phone consultation.

NORTHERN CALIFORNIA SEMINARS

LocationTopicDateTime 
AuburnEstate Planning and Tax Update WorkshopFebruary 18th or 20th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopMarch 17th or 19th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopApril 21st or 23rd10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopMarch 5th or 11th2pm and 6pm or 10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopApril 7th or 9th2pm and 6pm or 10am and 2pmRegister
RosevilleEstate Planning and Tax Update WorkshopMarch 10th or 12th2pm and 6pm and 10am or 2pmRegister
RosevilleEstate Planning and Tax Update WorkshopApril 14th or 16th2pm and 6pmRegister

SOUTHERN CALIFORNIA SEMINARS

LocationTopicDateTime 
PasadenaMedi-Cal & VA Benefits WorkshopFebruary 26th10amRegister
PasadenaEstate Planning and Tax Update WorkshopMarch 3rd or 5th10am and 2pmRegister
PasadenaMedi-Cal & VA Benefits WorkshopMarch 25th10amRegister
PasadenaEstate Planning and Tax Update WorkshopApril 7th or 9th10am and 2pmRegister
PasadenaMedi-Cal & VA Benefits WorkshopApril 29th10amRegister
Woodland HillsEstate Planning and Tax Update WorkshopMarch 10th or 12th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopApril 21st or 23rd10am and 2pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopMarch 3rd or 5th10am and 1:30pmRegister
Westlake VillageMedi-Cal & VA Benefits WorkshopMarch 18th10amRegister
Westlake VillageEstate Planning and Tax Update WorkshopApril 7th or 9th10am and 1:30pmRegister
Westlake VillageMedi-Cal & VA Benefits WorkshopApril 22nd10amRegister
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