Broker Check
29 Sept
Protecting Your Legacy - Long Term Care & Estate Planning

Description

Please Join Us! You are invited to attend this upcoming seminar presented by two professionals from the insurance and estate planning industries as they discuss two important ways to protect your legacy from rising health care costs, probate, and in some cases taxation. 

Long Term Care Presentation:

  • What is Long Term Care Insurance?
  • Is Long Term Care Insurance only for the Wealthy?
  • Three Methods of Investing in Long Term Care Insurance
*Presented by: Francis X. Garcia (CA Life Insurance LIC# 0B31700) | Francis X. Garcia Insurance Services

Estate Planning Presentation:
  • What is an estate plan?
  • Why do I need an estate plan?
  • What goes into an estate plan?
Presented by: Carlos Lopez Jr. CKA® || Two Pillars Asset Management

Agenda:
  • 10am - Reception
  • 10:30am - Presentations
  • 11:30am - Panel Q&A
  • 12pm - Closing Remarks
*Francis X. Garcia Life Insurances Services and Francis X. Garcia are not affiliated with Two Pillars Asset Management.

Date and Time

Wed, Sep 29, 2021

10:00a - 12:00p PST

Location

The Atrium Business Court

6528 Greenleaf Avenue
Upstairs Conference Room
Whittier , CA 90601

Note

3-hour parking is available on both sides of the building in the nearby parking lots on both Bright and Comstock Aves. Otherwise, Greenleaf Ave. street parking is limited. Please drive safe!

View on Map
PT2H
Share |

Event Registration