Workshops

Upcoming Workshops

  • December 4, 2018 12:00 pm
    San Diego Country Club, 88 L Street, Chula Vista, CA 91911 - Chula Vista
  • December 4, 2018 6:00 pm
    San Diego Country Club, 88 L Street, Chula Vista, CA 91911 - Chula Vista
  • December 5, 2018 12:00 pm
    Ruth's Chris, 11582 El Camino Real, San Diego, CA 92130 - Del Mar
  • December 6, 2018 12:00 pm
    Omni La Costa Resort, 2100 Costa Del Mar Rd, Carlsbad, CA 92009 - Carlsbad

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.