Estate Planning Seminar at OC Public Library - Donald Dungan Branch

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Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us at the OC Public Library - Donald Dungan Branch for an educational workshop and insurance sales presentation on November 6 at 6:00 PM - 7:00 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes. The concepts discussed in this course are most suited for those with investable assets of $300k or more.
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