Workshops

Upcoming Workshops

  • March 3, 2020 12:00 pm
    Sheraton, 625 El Camino Real, Palo Alto, CA 94301 - Palo Alto
  • March 3, 2020 6:00 pm
    DoubleTree, 7050 Johnson Drive, Pleasanton, CA 94588 - Pleasanton
  • March 4, 2020 12:00 pm
    Embassy Suites, 1345 Treat Boulevard, Walnut Creek, CA 94597 - Walnut Creek
  • March 4, 2020 6:00 pm
    Embassy Suites, 1345 Treat Boulevard, Walnut Creek, CA 94597 - Walnut Creek
  • March 5, 2020 12:00 pm
    DoubleTree, 2050 Gateway Place, San Jose, CA 95110 - San Jose
  • March 5, 2020 6:00 pm
    DoubleTree, 2050 Gateway Place, San Jose, CA 95110 - San Jose

Register below:

If you have an existing, signed Trust you may benefit from attending one of our workshops. Bring your trust documents with you. We’ll review them onsite and provide you with a 14-point written analysis to determine if your existing plan provides you with the protection you want and need for your family.

If you are married, we strongly recommend that your spouse attend with you.

If you do not currently have a Trust and would like more information, please call our office at 800-698-6918.

Request a Consultation

Fill out the form below to make an appointment for a free 14-Point analysis. You may also contact our office at (800) 698-6918.