CLA Estate Planning Workshop

Free workshop providing valuable details for seniors on securing one s estate and retirement planning. You will receive a workbook and gain useful info you can act upon immediately regarding - Tax reduction planning- Pros and cons of wills and trusts- How to avoid probate- Long-term health care concernsCLA Estate Services is a firm devoted to assisting area residents in protecting their assets and ensuring their money lasts. Our representatives have comprehensive knowledge of estate planning issues that will help you avoid common and sometimes irreversible mistakes.Seating is limited. Please call 1-866-252--X to confirm your attendance or .Details in this workshop comes from a wide range of sources. For over twenty years we have been presenting concepts that come from clients attorneys financial planners government agencies and a wide variety of private and public sources. We hope the info presented will help you have a better understanding of your planning choices....

15-05-2024 UNITED STATES, San Jose, CA

Category: Tickets

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