Description
It's Your Estate - Financial Workshops
Location
Friends Room - Newport Beach Public Library
Date & Time
Mondays, April 25 - May 30, 10am - 11:30am
It’s Your Estate!
April 15 - May 20, 2024
Every Mondays 10am – 11:30am
|
15-Apr |
Overview & Estate Law Changes |
Daryl Miller |
|
22-Apr |
Health Care & Power of Attorney |
Christina McGonigle |
|
29-Apr |
Wills & Trusts |
Steve Giammichele |
|
6-May |
Charitable Opportunities |
Don Vivrette |
|
13-May |
Retirement Asset Planning |
Michael Simon |
|
20-May |
Estate Administration |
Richard, Trevor & Pete |
