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Upcoming Events

TLCMarketing2014

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Past Events

Year-End Tax Planning for Investors

Year-End Tax Planning for Investors

Culver City, CA
This informative event for our clients and their guests will discuss potential year-end strategies that can help investors minimize taxes and solidify their overall financial planning.  This workshop is for informative purposes only. Please register for a free seat at this link:  https://www.scho...
Saturday, November 10 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Cerritos, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Saturday, October 27 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Hermosa Beach, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Saturday, October 27 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

El Segundo, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Thursday, October 25 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Culver City, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Tuesday, October 23 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Hermosa Beach, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Wednesday, September 26 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Culver City, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Tuesday, September 25 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

Seal Beach, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Saturday, September 22 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

El Segundo, CA
Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family?     Nursing home costs – the myth of the five-year look back    The advantages and disadvantages of Wills, Living Trusts & Probate    Why putting property in children’s names may be a mistake    Protect one spou...
Saturday, September 22 2018 10:00 AM 12:00 PM

Free Seminar on Wills, Living Trusts & Long Term Care!

Free Seminar on Wills, Living Trusts & Long Term Care!

LA, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Saturday, August 25 2018 10:00 AM 12:00 PM
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