Nicole Newman, Attorney at Law, will lead attendees through an educational estate planning workshop that will cover some of the most common estate planning mistakes you should avoid. Join us as we cover proper estate planning strategies and learn how you can leave a lasting legacy for the ones you love.
Attendees Will Learn...
Learn How To Avoid the Ten Estate Planning Mistakes
Most Americans approaching retirement fear running out of money and how to handle estate protection. You have a retirement plan, but do you have an estate plan?
Join us at Embassy Suites in Brea for an educational workshop covering estate planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, October 5, from 6:30 – 8:00 pm.
Should you have wills or trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
If you would like more information on how to pass on your estate in a safe and tax-efficient way, this workshop is for you.
EVENT TIME
6:30 pm – 8:00 pm
Speakers
Location
Embassy Suites
900 E. Birch St., Brea CA 92821
Date & Time
Wednesday October 5, 2022 from 6:30pm - 8:00pm
View Other Upcoming Events
