Workshops

LifePlan™ Workshop Schedule:

"Whether You Have A Living Trust Or Not ... You Must Attend This Workshop"

• Westlake Village
  • Workshop dates to be announced.
• Simi Valley
  • Workshop dates to be announced.

Call 805-778-0111 now for more information and to reserve your seat.

Workshop Audios and DVDs Available:

• DVD: Trustee Responsibilities
• Audio: Terri Hilliard, "Ten Most Common Mistakes in Estate Planning"

Upcoming Client Workshop Schedule:

“Trustee’s Responsibilities”
Presented by our guest speaker, Jon Muir from Wells Fargo

• Westlake Village
  • Workshop dates to be announced.

Future Client Workshop topics will be…

• Integrating Your IRA With Your Estate Plan
• Asset Protection
• Planning For Long Term Care / Medicaid
• Elder Fraud

Professional Advisor Workshop Schedule:

Dates, locations, and topics to be announced soon

REGISTRATION FOR EACH WORKSHOP IS REQUIRED.
To register for a complimentary workshop event, please contact Candace Kaufman, Director of Operations at 805-778-0111. As workshop dates approach, we will either call you to confirm your reservation or send a confirmation reminder notice with a map to the workshop location. Some of these workshops may be video recorded and your attendance will be considered your permission that we do so.