Join David S. Park, Esq. and Gus Liu, CFP® as they answer commonly asked questions about Estate Planning and Social Security Planning.
This is not a sales event. Rather, it is an educational seminar intended to provide valuable information and answer your questions.
Some of the topics that will be covered in the seminar:
- How the New Rules have changed?
- Why S.S. is still complicated?
- Why longevity is a key factor?
- Three (3) Basic S.S. Redo Strategies?
- What is an estate plan?
- Wills v. Trusts
- What is probate?
- Why avoid probate?
Attendees will receive a complimentary 62 page Retirement Planning workbook by the US Department of Labor, “Taking the Mystery out of Retirement Planning”