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If you are a homeowner, have over $1 million in assets, or have an existing Estate Plan that is out-of-date, call us at 855.250.9988 to schedule a free phone consultation.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 WorkshopJanuary 21st10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopJanuary 22nd10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopFebruary 18th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopFebruary 20th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopMarch 17th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopMarch 19th10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopApril 21st10am and 2pmRegister
AuburnEstate Planning and Tax Update WorkshopApril 23rd10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopDecember 10th10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopDecember 12th10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopJanuary 7th2pm and 6pmRegister
FolsomEstate Planning and Tax Update WorkshopJanuary 9th10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopFebruary 4th2pm and 6pmRegister
FolsomEstate Planning and Tax Update WorkshopFebruary 6th10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopMarch 5th2pm and 6pmRegister
FolsomEstate Planning and Tax Update WorkshopMarch 11th10am and 2pmRegister
FolsomEstate Planning and Tax Update WorkshopApril 7th2pm and 6pmRegister
FolsomEstate Planning and Tax Update WorkshopApril 9th10am and 2pmRegister
RosevilleEstate Planning and Tax Update WorkshopJanuary 14th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopJanuary 16th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopFebruary 11th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopFebruary 13th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopMarch 10th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopMarch 12th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopApril 14th2pm and 6pmRegister
RosevilleEstate Planning and Tax Update WorkshopApril 16th2pm and 6pmRegister

SOUTHERN CALIFORNIA SEMINARS

LocationTopicDateTime 
PasadenaEstate Planning and Tax Update WorkshopJanuary 7th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopJanuary 9th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopFebruary 4th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopFebruary 6th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopMarch 3rd10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopMarch 5th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopApril 7th10am and 2pmRegister
PasadenaEstate Planning and Tax Update WorkshopApril 9th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopDecember 10th10am Register
Woodland HillsEstate Planning and Tax Update WorkshopDecember 12th2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopJanuary 14th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopJanuary 16th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopFebruary 11th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopFebruary 13th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopMarch 10th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopMarch 12th10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopApril 21st10am and 2pmRegister
Woodland HillsEstate Planning and Tax Update WorkshopApril 23rd10am and 2pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopDecember 10th10am Register
Westlake VillageEstate Planning and Tax Update WorkshopJanuary 7th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopJanuary 9th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopFebruary 4th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopFebruary 6th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopMarch 3rd10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopMarch 5th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopApril 7th10am and 1:30pmRegister
Westlake VillageEstate Planning and Tax Update WorkshopApril 9th10am and 1:30pmRegister
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