Social Security and Estate Planning Seminar
Free
Social Security and Estate Planning Seminar

Social Security and Estate Planning Seminar

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Location

Silver Creek Sportsplex

800 Embedded Way

San Jose, CA 95138

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Event description

Description

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:

  1. How the New Rules have changed?
  2. Why S.S. is still complicated?
  3. Why longevity is a key factor?
  4. Three (3) Basic S.S. Redo Strategies?
  5. What is an estate plan?
  6. Wills v. Trusts
  7. What is probate?
  8. 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”

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Date and Time

Location

Silver Creek Sportsplex

800 Embedded Way

San Jose, CA 95138

View Map

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