Roadmap for Your Financial Future
The Council on Aging – Southern California is providing a series of no-cost financial education workshops that will help you plan for your future financial and estate needs.
For many of us, planning for the future can be overwhelming. It’s often difficult to know the right course of action. Our workshop series will help you evaluate your current situation and help you be proactive in establishing your estate goals.
Where: 2 Executive Park, Suie 175
Irvine, CA 92614
RSVP for one or multiple sessions by
phone: Rim Hussin 714.479.0107 x209
Wills and Trusts Workshop
Wednesday, October 26, 2016
10:00 to 11:30 am
- Why is it important to have a will or trust?
- What happens if you do not?
- What is involved in making a will or trust?
- What are some of the current tax considerations?
Harry M. Barth has more than 40 years of experience in the financial services industry and counseling franchisees, business owners, and corporations nationwide. He has distinguished himself by being an asset protection advocate. Mr. Barth is the senior and managing partner of the law firm, BarthCalderon LLP and founder and managing member of the financial planning and wealth management firm, Barth Financial Advisors, LLC.
These workshops are presented as a community service-for education only. Nothing will be sold and professional advisors will not be given attendees’ contact information.
Coffee and refreshments will be provided.
A non-profit 501(c)(3)corporation
When & Where
Council on Aging - Southern California
The Council on Aging-Southern California promotes the independence, health and dignity of older adults through compassion, education and advocacy.