04/20/21 and 04/21/21

Rancho Bernardo Estate & Financial Planning Workshop

Very professional and complete service for estate planning.  Gave us complete peace of mind that our wishes will be carried out once are gone.  Very satisfied with their work. - Doyle

What You’ll Learn

This is an education that you can only get from Estate Planning Attorneys that have the best interest of Californians in mind. Here’s what you’ll learn:

  • We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
  • We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
  • We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

You’ll learn all of this, and much more.


Tuesday, April 20th

1:30 PM or 6:00 PM

Wednesday, April 21st

10:30 AM or 1:30 PM

The workshop will be located at:

Hilton Garden Inn Rancho Bernardo - McCoy Room
17240 Bernardo Center Drive
San Diego, California 92128