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Event Details
“Estate Planning and Protection Strategies”
“Estate planning, asset protection and risk management are foundations of wealth management and play an integral role in fulfilling your financial goals. Please join me in welcoming James Gorton, Estate Planning Attorney and Tina Antypas, Financial Advisor and Insurance Analyst in an educational classcovering this very important topic” – John Thompson – Mortgage Advisor
• Learn the Top Estate Planning Mistakes people make
• Find out the Basics of the estate planning process
• The who, what, where, why and how of life insurance
• Learn what plan the government has for your estate if you don’t have one
• Asset protection in various stages of life
• Can you answer the ? “Who are your beneficiaries?”
• Living Trust versus a Will—The pros and cons—what is the best strategy!
When & Where
University Club of Pasadena
175 North Oakland
Pasadena,
CA 91101
Wednesday, March 5, 2008 from 6:30 PM to 8:00 PM (PT)
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Hosted By
Money Sense Education
Money Sense Education in partnership with the National Institute of Financial Education has a mission of providing financial education to individuals, companies and organizations - Our goal is to improve the well being of American families through financial knowledge and education.
