Community Insights are family round tables offered to estate, financial, business, real estate as well as long- term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.
California Estate and Elder Law and Foundation for Senior Care Invite you to attend:
Tuesday, July 10 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, September 11 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, November 13 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCC or call 760-723-7570
Income Protection Strategies for Your Clients; presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent
Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.
Pre-empted for Thanksgiving Holiday
Our office will be closed in observance of the Thanksgiving Holiday.
Have a safe and Happy Thanksgiving!
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.