Special Needs Trust Workshop – CAMPBELL
Special Needs Trust Workshop – CAMPBELL
Campbell, CA
Learn why your family member must have their special needs addressed in an estate plan! It really isn’t an option you want to overlook! As advocates for those with special needs, we understand the total dedication and unconditional love of those involved in the lives of family members with special…
Tuesday, April 14 2015
4:00 PM
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5:30 PM
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Campbell, CA
Attend this FREE workshop and learn: How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year!Already in a Nursing Home? We can help!The real look-back gifting rules are not what you think!Preserve Medi-Cal eligibility and avoid loss of your family home!How proper plann…
Wednesday, May 27 2015
4:00 PM
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5:30 PM
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Campbell, CA
Attend this FREE workshop and learn: How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year!Already in a Nursing Home? We can help!The real look-back gifting rules are not what you think!Preserve Medi-Cal eligibility and avoid loss of your family home!How proper plann…
Thursday, April 16 2015
4:00 PM
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5:30 PM
Social Worker and Financial Advisor Medi-Cal Planning Continuing
Social Worker and Financial Advisor Medi-Cal Planning Continuing
Campbell, CA
You are invited to attend the Social Worker and Financial Advisor Continuing Education Program, “Medi-Cal Planning Workshop: How to Help Your Clients Protect Their Wealth from Catastrophic Nursing Home Costs.” At this FREE program, you’ll learn strategies to help your clients protect their hard e…
Wednesday, June 10 2015
3:00 PM
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5:00 PM
Free Living Trust Seminar – LOS GATOS
Free Living Trust Seminar – LOS GATOS
Los Gatos, CA
If you own a home…or you have assets worth at least $100,000…you owe it to yourself – and your family – to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession o…
Saturday, May 2 2015
10:00 AM
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12:00 PM
Free Living Trust Seminar – CAMPBELL
Free Living Trust Seminar – CAMPBELL
Campbell, CA
If you own a home…or you have assets worth at least $100,000…you owe it to yourself – and your family – to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession o…
Thursday, May 7 2015
7:00 PM
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9:00 PM
Funding Your Trust Client Appreciation Workshop – CAMPBELL
Funding Your Trust Client Appreciation Workshop – CAMPBELL
Campbell, CA
FUNDING YOUR TRUST:Do you still have assets to fund into your Living Trust?Find out how to properly transfer those assets into the name of your Trustat this Workshop presented by Associate Attorney, Justin M. Kennedy As part of our commitment to help keep you informed on estate planning matters, w…
Tuesday, April 21 2015
4:00 PM
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5:30 PM
Free Living Trust Seminar – CAMPBELL
Free Living Trust Seminar – CAMPBELL
Campbell, CA
If you own a home…or you have assets worth at least $100,000…you owe it to yourself – and your family – to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession o…
Thursday, June 4 2015
4:00 PM
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6:00 PM
Free Living Trust Seminar – CAMPBELL
Free Living Trust Seminar – CAMPBELL
Campbell, CA
If you own a home…or you have assets worth at least $100,000…you owe it to yourself – and your family – to get the facts on proper estate planning. If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession o…
Wednesday, May 6 2015
4:00 PM
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6:00 PM
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Medi-Cal Planning Workshop: Learn How To Protect Your Assets
Campbell, CA
Attend this FREE workshop and learn: How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year!Already in a Nursing Home? We can help!The real look-back gifting rules are not what you think!Preserve Medi-Cal eligibility and avoid loss of your family home!How proper plann…
Thursday, June 18 2015
4:00 PM
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5:30 PM