Educational Seminars

Join us at one of our upcoming seminars! 

Creating Your Estate Plan:
When: Friday, July 25 from 2:30 - 3:30 p.m.
Details: It’s a topic that is easy to put off or ignore, but one of the most important things you can do is develop a sound plan for your estate. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.

Attend our Creating Your Estate Plan presentation and you’ll learn more about:

• What to consider when creating your will
• The benefits of trusts in estate planning
• How to help reduce taxes on your estate
• How insurance can help protect your family

Please RSVP by calling 650-715-0039 or by completing the form.

RSVP