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Estate Planning for Today

Four Points by Sheraton San Rafael
San Rafael, CA

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.

Note: Only 100 Seats, so purchase today.

Minimum Age: 18

Kid Friendly: No

Dog Friendly: No

Non-Smoking: No

Wheelchair Accessible: No

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