Upcoming Seminars

Tuesday, January 30 2020 - 2:00-3:00pm

and Thursday, April 9th 6:00pm

Estate Planning Informational Session

Attend this FREE Seminar to discover how to plan for your family’s protection and welfare.

  • Probate and trusts, including who needs a trust, benefits of trusts, and the decisions made when creating a trust.
  • How to avoid letting your assets go to the state department of unclaimed property,
  • How to protect children's assets and
  • A primer on minimizing property taxes.

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Tuesday, February 20, 2020 - 2:00-3:00pm and

Saturday, March 7, 2020 2:00-3:00pm

Families with Minor Children Informational Session

During this no-charge class, you will learn:

  • The 6 most common mistakes parents make when naming guardians, even when working with a lawyer -- and how to fix them.
  • How to choose the right guardians for your children and make sure your children are never taken from your home or placed with strangers if something happens to you.
  • How to make sure your assets are immediately and privately available to the people you’ve named to care for your children.
  • Why a Will alone is simply not enough to make sure your kids are taken care of the way you want, by the people you want, no matter what.


Want to be the first to learn when we put additional dates on the calandar? Sign up for our Wealth Secrets Newsletter.

Upcoming Events for Members of Santa Cruz County Association of REALTORS®

February 5th 9:30am

March 18th 9:30am