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Mortgages & Mimosas

Mortgages & Mimosas

Mortgages & Mimosas

Time Sat Mar 30 2024 at 10:00 am to 12:00 pm
(GMT-07:00)

13001 Seal Beach Blvd suite 210, 13001 Seal Beach Boulevard, Seal Beach, United States

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Mortgages & Mimosas, 30 March | Event in Seal Beach | AllEvents.in About the event Mortgages & Mimosas
Securing Your Legacy: The Importance of Estate Planning

About this Event

Estate planning is crucial for seamless asset management, wealth preservation and optimization of real estate holdings.

Join Shannon Paul, well-diversified real estate agent/investor, Chenine Lozano, real estate finance extraordinaire, and Brian Chou, esteemed estate planning attorney, for this informative seminar on how to secure your real estate portfolio, safeguard your assets and preserve your legacy!


What we’ll discuss:


  • Learn the importance of estate planning for protecting your assets and loved ones.
  • Understand the legal framework and terminology involved in estate planning.
  • Discover strategies to minimize taxes and maximize the value of your estate.
  • Gain insights into creating wills, trusts, and other essential documents.
  • Explore advanced estate planning techniques for complex estates.
  • Understand the role of life insurance and retirement accounts in estate planning.
  • Get answers to common questions about probate and estate administration.


Join us for mimosas, light breakfast, and networking!



Also check out other Workshops in Seal Beach.

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Tickets for Mortgages & Mimosas can be booked here.

Ticket Information Ticket Price
General Admission Free
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Nearby Hotels 13001 Seal Beach Blvd suite 210, 13001 Seal Beach Boulevard, Seal Beach, United States
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Date & Time

Sat Mar 30 2024 at 10:00 am to 12:00 pm
(GMT-07:00)

Location

13001 Seal Beach Blvd suite 210, 13001 Seal Beach Boulevard, Seal Beach, United States

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