Responsible Parent's Night Out

  • Mesa Verde Country Club 3000 Clubhouse Rd Costa Mesa, CA 92626 USA

Are you and your family protected? 

Join us for an evening of education and insight into your options for wealth management and protection for your family. This will be a fun night out including drinks and appetizers. 

Email us for more information:

Estate Planning

  • Trust vs. Will ( pros, pitfalls, how to fund a trust) 
  • Should your child's guardian and trustee be the same person
  • Special needs trust (Able accounts, independent living services)
  • Public Benefits (medicaid, SSI) 

Protection for you and Your Family

  • Life insurance needs
  • long term insurance
  • Other instruments available to fund a trust. 

Real Estate and Investments

  • Current market conditions. 
  • How to refinance your home when in a trust. 
  • Available products that will aid in funding a trust.  Reverse mortgage.