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Trust Planning Workshop

Join us for an informative Trust Planning Workshop where we will explore essential strategies for securing your financial future and protecting your assets. This workshop is designed to provide valuable insights and practical tips on trust planning.

Fri, March 29, 2024
6:00 PM PST

Living Trust Workshop

Come learn about protecting your CA estate (anything you own) – whether or not you are a current homeowner – with Realtor, Sandy Tran, and CA Attorney, Teresa Gutierrez.

During this Instagram Live, Realtor Sandy Tran will ask important questions of CA Attorney Teresa Gutierrez about Court and other challenging scenarios that can arise when not prepared. Learn about how you can make sure that your wishes are honored – at death and / or incapacity – with thoughtful planning.

Wed, April 3, 2024
6:00 PM PST