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Estate Planning: Free Seminar

July 12 @ 12:00 pm - 2:00 pm

Free Estate Planning Seminar: Lunch and Learn

VNA Hospice & Palliative Care of SoCal invites you to attend an informative estate planning lunch and learn sponsored by Gould Asset Management LLC. A panel of local estate planning attorneys and advisors will discuss the importance of being prepared to protect, manage, and transfer your estate at the time of death and offer advice on how often and when estate plans should be reviewed and updated. Learn how to successfully distribute assets to family and charities according to your wishes and establish a Living Trust to avoid probate. Understand the difference between a will and a trust and be advised of pitfalls of poorly executed wills. This seminar is for everyone – regardless of your level of wealth or financial expertise.

PANELISTS:

Donald Gould, Gould Asset Management LLC, Suzanne Graves, Law Offices of Suzanne Graves, Jennifer L. Field, Law Office of Jennifer L. Field

Join us on Wednesday, July 12, 2017

12:00 Noon – 2:00 PM

Claremont University Consortium, Board Room

101 South Mills Ave., Claremont, CA 91711

Lunch will be provided. Please indicate your entrée preference of Cobb Salad or Flat-Iron Steak.

Please RSVP by July 5, 2017, to 909-447-7328 or lflathers@vnasocal.org.

Details

Date:
July 12
Time:
12:00 pm - 2:00 pm
Event Category:

Organizers

VNA Hospice & Palliative Care of Southern California
Gould Asset Management LLC.

Venue

Claremont University Consortium, Board Room
101 South Mills Ave.
Caremont, CA 91711 United States
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