Wealth, Care, and the Bill That’s Changing Both
Schedule
Thu Aug 14 2025 at 08:00 am to 09:30 am
UTC-07:00Location
Mission Ridge Conference Center | Mission Viejo, CA

About this Event
Big changes are coming—and they could reshape how we plan for both aging and affluence in California.
This month, we’ll unpack the “Big Beautiful Bill” that’s making waves across the estate, elder law, and financial planning communities. From shifts in Medi-Cal eligibility to broader implications for asset protection, this legislation is poised to impact a wide range of clients—especially those navigating long-term care or holding significant wealth.
We’ll cover:
- What’s actually in the bill—and what’s not
- Key risks and opportunities for your clients
- How professionals can stay ahead and add value
Join us for practical insights, peer-to-peer conversation, and a proactive look at how to guide clients through one of the most significant legislative shifts in years.
Agenda
🕑: 08:00 AM - 08:30 AM
Meet & Greet with Open Networking
🕑: 08:30 AM - 08:40 AM
Call to Order & Gratitudes
🕑: 08:40 AM - 08:45 AM
Short Intro to Speaker
🕑: 08:45 AM - 09:15 AM
Presentation
🕑: 09:15 AM - 09:25 AM
Q&A
🕑: 09:25 AM - 09:30 AM
Announcements & Wrap-Up
Where is it happening?
Mission Ridge Conference Center, 27101 Puerta Real, Mission Viejo, United StatesEvent Location & Nearby Stays:
USD 0.00
