Lunch & Learn: Smart Strategies for Titling Assets
Schedule
Thu Mar 13 2025 at 12:00 pm to 01:00 pm
UTC-07:00Location
1363 Donlon St suite 8 | Ventura, CA

About this Event
Are you a professional looking to expand your knowledge and better support your clients? Join Estate Planning Attorney Crista Hermance for a FREE Lunch & Learn where we’ll break down:
✅ Best practices for asset titling
✅ Common mistakes that could impact estate plans
✅ How title choices affect probate & taxes
✅ Strategies to protect assets for future generations
📅 Thursday, March 13th at 12:00 PM
📍 New Ventura Office: 1363 Donlon Street, Suite 8, Ventura, CA 93003
🔹 SPACE IS LIMITED! Register here: https://hermancelaw.com/lunch-learn
Don’t miss this chance to enhance your expertise and provide even more value to your clients!
✨🏝️ We are licensed to practice law in California. Please contact an attorney in your state. ✨🏝️
#LunchAndLearn #EstatePlanning #AssetProtection #FinancialPlanning #ProfessionalNetworking #Trusts #Wills #EstatePlanningAttorney #CaliforniaLaw
Where is it happening?
1363 Donlon St suite 8, 1363 Donlon Street, Ventura, United StatesEvent Location & Nearby Stays:
USD 0.00
