Educational Seminar - Trust Seminar for Homeowners

Plan Wisely: Trust Seminar for Homeowners
FREE INFORMATIVE LUNCH event on May 8, 2024, with expert Insights on Trusts, Healthcare Directives, and Finances for those 60+

Please join us for an event that promises to be both engaging and empowering, focusing on comprehensive estate planning, conservative money management, and the strategic placement of your property in a trust as well as healthcare directive choices and much more!

• No trust yet at 60+? It's time to secure your home's legacy.
• Will your estate plans stand firm against health uncertainties?
• Discover how your home equity can fortify your future.
• Contemplating a downsized or new retirement haven? Let's explore your options.
• Is your healthcare coverage enough?
• Who can I talk to if I find myself needing more care down the road?

The event will conclude with a free lunch and Q&A time, providing you with the opportunity to engage directly with the presenters and address any specific questions or concerns. You will also have the opportunity to sign up for a complimentary consultation with each of our experts. Receive a free consultation with a trust attorney with your RSVP.

RSVP to Katherine Couture KCouture@intero.com or call/text to (925) 525-3380

Event Flyer