Estate Planning Seminar 10:00 AM

Estate Planning Seminar 10:00 AM
  • 06/07/2017
  • 10:00 am - 12:00 pm
  • Prendergast Hall
    9800 San Juan Street
    Spring Valley , Ca 91977

LEGACY AND ESTATE PLANNING SEMINAR

On Wednesday, June 7, Santa Sophia is hosting two FREE seminars:

Morning session from 10:00am—noon; evening session from 6:00pm—8:00pm

This is an information only seminar on ways to better understand the sometimes complex process of estate planning. Topics include:

  • Wills & Trusts
  • Power of Attorney
  • Vehicles for Charitable Planning and Giving
  • Stocks and Real Estate
  • How not to leave your IRA to the IRS
  • Cash and non cash gifts

To reserve a seat, contact: Bob Ulrich (619) 463-6629 ext,.104 or rulrich@santasophia.org

 

Loading Map....