IT'S YOUR ESTATE!
A FREE 8-week educational event at
The Brea Senior Center


Classes held Tuesdays at 1:30pm from sept. 4-oct. 23, 2018

Reserve your spot today for a FREE 8-week educational workshop series, organized by Financial & Estate Literacy-a local 501(c)3 non-profit, and hosted by The Brea Senior Center. Key note speakers for the workshop will be provided by law firms and other industry experts.
For more information click here.

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REGISTER BY CALLING
The Brea Senior Center
(714) 990-7751
500 Sievers Ave.
Brea, CA 92821

 

schedule:

Week 1: Introduction and New Tax Law
Week 2: Estate Planning Basics
Week 3: Planning for Incapacity
Week 4: Living Trust & More
Week 5: Charitable Income & Tax Planning
Week 6: Retirement Account Planning
Week 7: The Role of a Trustee & Executor
Week 8: Case Study/Review