What Should I Do Before Something Happens to Me?

Schedule

Wed Sep 29 2021 at 11:00 am

Location

Blackhawk Country Club | Danville, CA

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Mortality is a natural part of the cycle of life. You can make things a lot easier on yourself and your family if you get everything in good order before something happens to you. By doing so, it ensures that things are organized so others can know what you want to happen when the need arises, whether it is incapacitation or death.
At this workshop, presenters John Lau CFP®, CPA, M.S. (Tax) and Michael J. Young, Estate & Asset Protection Attorney will review all the important elements of planning including:
- Health and long-term care coverage
- Estate planning and conservation
- Retirement Distribution Planning
- How to protect your heirs from creditors, ex-spouses, and spendthrift with IRA trusts
- Income Tax Reduction Planning and Investment Planning After Retirement

Proof of vaccination, masks, and social distancing will be required.
THIS WORKSHOP IS BEST SUITED FOR INDIVIDUALS OVER AGE 60 WITH $1MM OR MORE IN RETIREMENT ACCOUNTS.
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Where is it happening?

Blackhawk Country Club, 599 Blackhawk Club Dr, Danville, CA 94506, United States

Event Location & Nearby Stays:

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