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Education

Plan & Prosper: Your Estate Planning Roadmap Presentation & Dinner

About the Event

Did you know that if you pass away and don’t have an estate plan in place that the state can decide how your assets are divided up and may take a large portion of those assets, including your real estate? Don’t let this happen to you!
Join us for a FREE and engaging estate planning workshop designed to empower you with the knowledge needed to secure your legacy and protect your real estate and financial investments. In this dynamic session, you’ll discover the essentials of estate planning, from wills and trusts to healthcare directives and power of attorney.
Families can lose so much money and time to probate courts, all of which could be unnecessary and preventable. You need to put a plan in place now so you won’t leave your loved ones with significant taxes, legal fees, and time wasted in probate court. 
Make 2025 the year you finally work on your estate planning and create a solid plan to protect “future you”!
Register at: http://bit.ly/40jw2wd
Our expert speakers will guide you through the complexities of asset protection ensuring you leave with a comprehensive understanding of how to safeguard your family’s future. Whether you’re just starting your estate planning journey or looking to refine your existing plans, this workshop offers valuable insights and steps to help you build a lasting legacy.
Don’t miss this opportunity to take control of your future and protect what matters most!
Free dinner provided at the event. Free Parking and venue is also near the Rio Vista green line trolley stop.

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Contact Us

1230 Columbia Street, Suite 800,

San Diego, CA