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Presentations

We have teamed up with Robert Hall & Associates again to bring you an informative presentation to discuss asset protection strategies through proper estate planning and tax planning.
If you’re concerned about how much of your legacy will go to your heirs and how much will go to the government, then you do not want to miss this event!
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 Axianta---Asset-Preservation

FINANCIAL LITERACY WORKSHOP

When: April 19, 2016 – Tuesday
7:00 pm – 7:30 pm – Registration
7:30 pm – 9:00 pm – Workshop
Where: California United Bank Building
25350 Magic Mountain Pkwy, Suite 300
Santa Clarita, CA 91355
Presenters:
Atty. Marc Schwartz
Estate Planning, Real Estate Law
Mr. Brian Marsh, Regional Vice President
Nationwide Financial Services
Limited Seating:
Hors d’oeuvres will be served
RSVP by April 18, 2016 – Monday
Please contact :
Pilucci Franco (Host)
CA License # : 0G42496
cell #:  (818)468-6227
email : piluccifranco.tf3@gmail.com