Wednesday, September 20th at 6:00 p.m.
Estate Planning and Reverse Mortgages
Event at offices of Essex Mortgage
Topic: Come to this FREE workshop event where you can learn all about Estate Planning and Reverse Mortgages. How does one affect the other and how to make sure your reverse mortgage does not leave your family in debt should the unthinkable happen.
Speakers: R. DeDe Soto, Esq from The Soto Law Group and Julie Coangelo from Essex Mortgage
Click here for more information.
Thursday, September 21st at 5:30 p.m.
Estate Planning and Retirement Planning
Event at the Center Club of Orange County
Topic: Come to this FREE workshop event where you can learn all about Estate Planning and Retirement Planning. How does one affect the other and how to make sure your estate assets and your retirement assets are protected. Learn how to AVOID the TOP TEN MISTAKES in Revocable Trusts. Having a trust done correctly is a crucial factor in making sure your family is protected for the future.
Speakers: R. DeDe Soto, Esq from The Soto Law Group and Richard Underwood from Signature Resources Capital Advisors
Click here for more information.
Monday, October 9th at 6:00 p.m.
Estate Planning and Asset Protection
Event at Sea Legs Wine Bar
Topic: Come and learn how to PROTECT your family from the TOP TEN ESTATE PLANNING MISTAKES. If you don’t have a trust in place, learn how to avoid the delay and cost of probate. Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.
Speakers: R. DeDe Soto, Esq from The Soto Law Group and Diana Perna & Christen King from PK Real Estate
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Registration Required!
This workshop is FREE to attend but you MUST register. Light refreshments will be served. Please Register Here
OR CALL
Space is limited!!
Reserve your spot today!
