Events

PLANNING SECRETS OF THE WEALTHY

At this Complimentary Workshop you will learn:

• Why your Trust can still go through PROBATE, and the costly fees your family may have to pay

• How to shield your hard-earned assets from Uncle Sam, creditors, in-laws and disgruntled family members

• How to avoid the 6 common mistakes Trustees make

• How the 2010 Tax Law Changes may affect your Trust

• Changes you must make to your Trust when someone dies

We hope that you will take advantage of this opportunity to attend our Complimentary Educational Workshop.  It will be a chance to sit down and relax, enjoy a meal, and learn How easy it is to put things in place so that you can take care of your family. If You Have Or Need a Living Trust this is a MUST ATTEND Workshop!

“In 25 years of practice, most plans I’ve seen have at least 3-5 fatal mistakes that leave your family at risk of going to court.”

– Robert Galliano

Call (951) 694-3884 for reservations. Space is limited to the first 25 callers.

LOCATIONS

ANTHONEY’ RISTORANTE

24630 Washington Avenue- Murrieta, CA

Lunch-Tuesday August 24, 2010. 10:00 am – 12:00 noon

or

JOURNEY’ AT PECHANGA

45000 Pechanga Parkway • Temecula, CA

ATTEND*and you may win a FREE round of golf at Journey’s world-class golf course!

LUNCH- Wednesday AUGUST 25, 2010, 10:AM- 12:00 NOON

DINNER-Wednesday AUGUST 25, 2010, 6:30PM- 8:00PM

EARLY DINNER- Thursday AUGUST 26, 2010, 3:00PM- 5:00-PM