Broker Check
15 Aug
Estate Planning and Legacy Protection

Description

Estate Planning and Legacy Protection

What You'll Learn:

• Clear definitions of ALL roles.
• How these roles work individually and together in an estate plan.
• Common mistakes to avoid when selecting these roles.


Enjoy a light breakfast at 10am.

Don't leave your family's future to chance. Secure your spot today and ensure everyone knows their role in your plan. 

Don't miss a chance to win estate planning services!

All attendees are entered into the raffle. Boost your odds by bringing a guest!


*BRING A GUEST: Invite a non-spouse guest (age 45+) for an additional raffle entry! This is an opportunity to bring the people named in your trust/will, adult children, or anyone who might serve in these roles.

RAFFLE PRIZES:

1st PRIZE: 1 Lucky winner
$500.00 Estate Planning Voucher


2nd PRIZE: 2 Lucky winners
$300.00 Estate Planning Voucher


3rd PRIZE: 3 Lucky winners
$200.00 Estate Planning Voucher

Register NOW!

Date and Time

Sat, Aug 15, 2026

10:00a - 1:00p PST

Location

Integrity Financial & Insurance Services Chino Hills Office

5877 Pine Ave., Suite 110
Chino Hills , CA 91709

Note

Parking is FREE

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Event Registration

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