You may have missed out on some very important information – – and it’s our fault!

From time to time, we present special seminars to our clients on key issues that may impact you, your family and the ultimate success of your estate plan. Topics like reducing your income taxes, financial planning for (and during) your retirement, and training your Successor Trustee for what he or she will need to do when you become ill, disabled or pass.

Much to our surprise, we recently learned that only a few of our clients have attended these seminars and benefited from the valuable information given… and now we also know why.

Oops! We Stopped Sending U.S. Mail to All Our Clients!

In an effort to limit our expenses and keep our prices down (which we haven’t raised in years), we’ve only sent a small number of  U.S. mail invitations.  And we also failed to prominently mention these special seminars in this newsletter.

So Please Put These Dates on Your Calendar

“Avoiding Common Retirement Planning Mistakes”

(for more info click here)

Tuesday                      or                          Thursday

November 12th                                      November 14th

10: 00 – 11:30 am

at our Torrance Office

Light Refreshments



“What Your Successor Trustee Needs to Know”

(for more info click here)

Definitely bring your Successor Trustee

and/or close family members!

Tuesday                    or                  Saturday

November 26th                                  November 30th

Torrance Holiday Inn Hotel          Torrance Double Tree Hotel

  19800 S. Vermont Ave.                   21333 Hawthorne Blvd.


10: 00 – 11:30 am

Light Refreshments



Be sure to call 800.756.5596 and reserve your seats, which will be limited.

I’ll be personally presenting these seminars, so I look forward to seeing you  and your guests there!

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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