Estate and Legacy Planning seminar

Estate and Legacy Planning seminar
  • 10/26/2016
  • 10:00 am - 11:30 am
  • Our Mother of Confidence Parish Hall
    3131 Governor Dr
    SAN DIEGO, California 92122
  • $0.00

CATHOLIC ESTATE AND PERSONAL PLANNING SEMINAR

Overwhelmed by the many ways to plan your estate?

On Wednesday, October 26 from 10:00am—11:30am, and from 7:00pm—8:30pm, Our Mother of Confidence will offer an information only seminar on ways to better understand the sometimes complex process of estate planning.
Topics include:
Legal Steps Required in Personal Planning
How to avoid the costs and delays of Probate
Wills & Trusts
Power of Attorney
Vehicles for Charitable Planning and Giving
Appreciated Assets (stocks)
How not to leave your IRA to the IRS

To RSVP, please contact: the OMC Parish office at (858) 453-0222, frontdesk@omcsandiego.org
or johle@omcsandiego.org to reserve a seat.
Space is limited.
Refreshments will be offered at each session.


Bookings are closed for this event.