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2017 Estate and Retirement Planning Summit

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Impact Hub Oakland

2323 Broadway

Oakland, CA 94612

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OBJECTIVE

The objective of the event is to get individuals and families excited about planning for retirement and getting older. Individuals will be moved touched and inspired through the use of skits, video clips and song. Individuals and families will also have the opportunity to speak with experts regarding what steps to take to begin the process of estate planning- to avoid the costly expenses of probate, conservatorship proceedings and family fighting through litigation; Wealth Accumulation- to begin creating legacies; real estate accumulation and preservation- to understand how to finance and purchase real estate; and Medi-Cal and incapacity planning; how to preserve the family wealth if there are medical expenses due to aging.

PURPOSE

The purpose of the 2017 Estate and Retirement Planning Summit is to educate individuals and families, though “edutainment" about the important of Estate Planning, Retirement Planning, Wealth Accumulation and Financial planning, Real Estate Accumulation and Preservation and Medi-Cal Planning.

EVENT DETAILS

The Estate and Retirement Planning Summit will be held on June 10, 2017 from 10am-2pm. Breakfast and registration will begin promptly at 9:30am. This is FREE for adults 65 and older, and a $10.00 early bird rate for all others until April 30th. Complimentary continental breakfast and lunch will be provided for all guests.

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Location

Impact Hub Oakland

2323 Broadway

Oakland, CA 94612

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