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!
