LUNCH & LEARN WORKSHOP at Thousand Oaks
Protecting Your Family and Increasing Your Income
Create a plan that will accomplish your goals and objectives of providing for and protecting your family as you pass on your legacy.
■ Will Planning in plain English
■ Providing a safety net for loved ones
■ Avoiding accidental disinheritance
■ Maximizing income opportunities
■ Reduce tax burdens when transferring assets
■ Bypass capital gains when selling appreciated assets
FREE: Will Planning Guide (at event)
Planning Your Legacy
The Salvation ArmyOrganizer of LUNCH & LEARN WORKSHOP at Thousand Oaks