Instructor: Attorney James Dolenga
SBAOR Member Cost: Free
Non-Member Cost: $25
Time: 9:00am-10:30am
Location: SBAOR Hall
Click to Register

Why proper estate planning is critical to your clients and why you should be the one to guide them
Tuesday, November 12th, 2019

We will be discussing why a proper estate plan is necessary and the pitfalls of either doing nothing or using a discount service provider. Also covered will be how to best protect clients hard earned wealth from taxes, lawsuits, ill-prepared children, and nursing home costs with a very brief discussion of nursing home payment through MediCal.

We will also cover why you should work with us to be the conduit to these services for your clients in order to maintain that relationship for repeat business. Facebook Twitter