Seminars
Previous Seminar Topics:
- 8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It (June 2019)
- Beneficiary Planning: Tailoring Your Estate Plan To Meet Your Goals And Their Needs (March 2019)
- ong Term Care Planning In A Changing World (February 2019) (March 2018) (January 2016) (July 2016)
- The Trustee Workshop: Keeping Things In Good Order Now and In the Future (January 2019) (February 2018)
- The New Tax Law: What It Means For You (January 2018)
- Effective Estate Planning Strategies: What You Need to Know” (Dante Club, May 2018)
- “Taking Care of Business: Planning Guide and Resources for Older Adults” (Carmichael Presbyterian Church, May 2017)
- “The Care and Feeding of Your Living Trust: Keeping It Up To Date” (January 2016) (September 2017)
- “Protecting Your Retirement Accounts from Excess Taxes, Penalties and Problems Now and in the Future” (January 2016) (January 2017)
- New President, New Tax Laws? (January 2017)
- The Trustee Workshop: How to Make Sure Your Trust Works When You Need It (August 2016)
- Estate Planning Workshop (March 2016)
