Our Events
We’d Love For You To Join Us
Hosted by Strandlife Wealth, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Events in September–October 2024
October 8, 2024 (1 event)
October 8, 2024Location: Malaga Cove Library
2400 Vía Campesina, Palos Verdes Estates, CA 90274Estate Planning is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
- Learn about our “90 in 90 FORMula™” proprietary process.
REGISTRATION COMING SOON
October 10, 2024 (1 event)
October 10, 2024Location: Malaga Cove Library
2400 Vía Campesina, Palos Verdes Estates, CA 90274Estate Planning is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
- Learn about our “90 in 90 FORMula™” proprietary process.
REGISTRATION COMING SOON
