Upcoming Estate Planning Events
Lunch is on Us!
We would like to invite you and a guest to join us for an Estate Planning discussion on “Why Everyone Needs an Estate Plan” in Roseville.
Contact Our Office for This Month’s Event Date
Charles Schwab & Co.
3721 Douglas Blvd.
2nd Floor Large Conference Room
Roseville, CA 95661
To RSVP for this event, or if you have any questions, please contact us at (916) 786-2070.
Past Estate Planning Events
On September 21, 2012 at 12:00 pm Justin presented a Webinar titled “So you agreed to be a Successor Trustee &/or Executor – Now what?” hosted by Lighthouse Financial Planning. The webinar went over the duties and obligations of successor trustees.
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