This Event has Passed
Client Review Workshop (CAMPBELL)
Who Should Attend This Workshop?
Clients of our firm who signed your living trust estate plan more than 5 years ago and clients who have been unable to attend our recent client appreciation seminars.
Topics include:
â—† Keeping your estate plan aligned with your goals and wishes
â—† Updates on Estate Planning, Taxes, and Medi-Cal
â—† Answers to your estate planning questions
Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.
We look forward to seeing you!
Event Links
Website: https://go.evvnt.com/3011416-0
