Event
Estate Planning for Today
Guest Speakers:
Ira Hillyer - Mechanics Bank
Michael G. Schlegel CLU, ChFC, AEP - M.G. Schlegel & Associates, Inc.
This outstanding symposium addresses such timely discussions as:
- Saving your nest egg for (or from) your children
- Qualifying your parents for Medi-Cal benefits
- Navigating the quagmire of estate-tax law
- Putting life insurance to work as a significant estate-planning tool - Michael G. Schlegel CLU, ChFC, AEP - M.G. Schlegel & Associates, Inc.
- Choosing a Trustee - Ira Hillyer - Mechanics Bank
Only 100 seats are available, so purchase your tickets early. This is Mr. Hastings's third symposium on estate planning (formerly Estate Planning to Todays Woman). Mr. Hastings has over 25 years of experience in the field.
The symposium is an all-day event (9:00 - 3:00 p.m.). There will be an interactive question-and-answer session from approximately 2:30 - 3:00 p.m.
The event is located at the Four Points by Sheraton San Rafael in the Napa Room that is wheelchair accessible. Each person will be provided water, sweets, and a notepad and pen. Snacks, beverages and lunch are included in the ticket price.
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LocationFour Points by Sheraton San Rafael
1010 Northgate Drive
San Rafael, CA 94903
United States
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Categories
| Minimum Age: 18 |
| Kid Friendly: No |
| Dog Friendly: No |
| Non-Smoking: No |
| Wheelchair Accessible: No |
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