Join us for a free lunch and learn!
Grab a bite and feed your brain! You're invited to the following lunch and learn events—a great opportunity to connect, learn something new and enjoy lunch on us. Don’t miss it!
Location: Los Angeles Federal Building - 8th floor - room 8529
Topic one:
Living trusts and estate planning
Wednesday, August 13 at 11:30 a.m.
Presented By: Natalie Spiwak, Affinity Trusts
In this workshop, you will learn:
- Why a living trust is so important for homeowners and the difference between a living trust and a will
- How to avoid the costly, public and time-consuming probate process
- How to plan for incapacity, protect your family and your assets
- How to safeguard minor children and special-needs dependents
Topic two:
Retirement income planning
Wednesday, August 13 at 12:30 p.m.
Presented By: Scott Gevertz, Southland Investment Services
In this workshop, you will learn:
- Choose when to retire and plan your lifestyle
- Estimate how much money you’ll need, including healthcare, taxes & inflation
- Make your savings last—smart strategies to boost income beyond Social Security and pensions
Please complete the form below to register for one or both events. Space is limited, and one lunch will be provided to each registered attendee.