“A leading educational resource for those nearing retirement”
— 
Sonoma Valley High School
Any questions, please call 844-567-7760
20000 Broadway, Sonoma, CA 95476
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
Attend this seminar and learn about:
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How to control who gets what, when and how
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How to avoid probate
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How to calculate the value of your estate
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Intestacy and how it affects estate distribution
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The difference between a revocable or irrevocable trust
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The importance of having a trust and life insurance policy if you're from a blended family
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Strategies that could help reduce taxes
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How to finalize your last wishes
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How to NOT disinherit your children and grandchildren because of divorce or other triggering events
“A leading educational resource for those nearing retirement”
—
Helping Protect Your Estate Assets and Avoid Unintended Consequences
Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
Join us at the Sonoma Valley High School for an informational seminar and insurance sales presentation on November 28 from 6:00 PM - 7:30 PM or November 30 from 6:00 PM - 7:30 PM where we'll focus on sound estate planning strategies that could help preserve more of your wealth for your heirs and charitable causes.
Space is limited, so sign up today!
No Charge to Attend!
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial or Legal Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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