About this Event
Join us for an informative and empowering estate planning and trust event! Whether you’re looking to secure your family’s financial future or learn how to navigate the complexities of generational wealth and taxes, this is the perfect opportunity for you. Our expert panel, featuring a knowledgeable attorney and Certified Retirement Counselors, will break down essential topics such as the different types of trusts—including living trusts—and how they can benefit you and your loved ones.
This free, two-hour event in-person is designed to create a welcoming atmosphere where you can engage with us and gain valuable insights. There will be a dedicated Q&A session towards the end of the event. Don’t miss this chance to take control of your estate planning journey and ensure a lasting legacy. Light snacks and refreshments provided. We look forward to your attendance.
Event Venue & Nearby Stays
2900 S Harbor Blvd suite 225, 2900 South Harbor Boulevard, Santa Ana, United States
USD 0.00
