Events

Upcoming Events

Protecting Your Real Estate: Taxes, Laws and Legacy
Wednesday, July 31, 2024 at 2:00 PM (PT)

2024 San Jose Seminar
Saturday, Sept 7, 2024 from 9:00 AM to 12:00 PM (PT)

2024 Riverside Seminar
Saturday, October 5, 2024 from 9:00 AM to 12:00 PM (PT)

2024 Mission Viejo Seminar
Saturday, Nov 2, 2024 9:30 AM to 12:30 PM (PT)

2024 Santa Cruz Seminar
Saturday, Dec 7, 2024 9:00 AM to 12:00 PM (PT)

Archived Seminars

2021 Family Protection Seminar
Topics include: California Proposition 19, Incapcity, the Essentials of Estate Planning, Advanced Planning, Questions & Answers Panel, and more!

2020 Family Protection Seminar
Topics include: Foundations of Estate Planning, The SECURE Act, Protective Planning Provisions, Long-Term Care Planning, Business & Tax, Estate Adminstration & More!

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