It’s Your Estate!
A series of 8 workshops designed to empower, inform and educate. Join us for 1 or all 8.
When: Saturday mornings
Time: 10:00 – 11:30 a.m. (11:30 to 12:00, time with our presenter)
Location: Center for Spiritual Living Capistrano Valley in San Clemente
January 9 Introduction and Quiz
January 23 Estate Planning Basics
February 6 AHCD, Power of Attorney, Conservator
February 20 Living Trusts and More
March 5 Charitable & Tax Planning Issues
March 19 IRA and Retirement Plan Distributions
April 2 The Role of a Trustee and Executor
April 16 Case Study/Review
There is no charge and nothing will be offered for sale. The curriculum and materials are from the non-profit: Financial Empowerment and Estate Literacy (FEELincontrol.org)
Our volunteer presenter is local estate planning attorney, Lisa A. Williams.
Help us plan for materials by letting us know if you know ahead of time you will be attending.
To RSVP and for more information from the presenter: call 949-303-0000 or email firstname.lastname@example.org
To RSVP and more information from CSLCV: call 949-240-6463