Client Education and Appreciation Events

Workshops

Eldercare/Successor Trustee Workshop

 August 2010 • 6 to 8:00 pm • Gordon Biersch Mission Valley

As each of us age, one begins to consider their needs for care at some point.  If not for ourselves, our parents and loved ones.  Join us to learn more out Elder Care and how to be confident that your estate plan has important provisions to help handle your needs when you need it the most.

Ecomomic Summit

September 2010 • 6 to 8:00 pm • Gordon Biersch Mission Valley

With continued volatile market environment and a dynamic economy many changes are taking place.  Change is happening rapidly in the economy, tax and estate planning.  We hope you will plan on joining us for a night if ideas and information.

2010 Client Appreciation Event

Searching your Family Tree

 Late September 2010

A interactive workshop to help you research your family tree.  If you are like most people you have always been interest in your family's origins, but never hand an opportunity to learn how to research it.  You won't want to miss this one!  Mark your calendar NOW and look for more information in late Summer 2010.

To RSVP to an event, please email Cory at cory@retirementandtaxsolution.com or call 858.270.7705.