Catholic Community Foundation of San Diego Estate & Legacy Planning Seminar - 1/31 Evening Session 

The Catholic Community Foundation of San Diego will be hosting an Estate & Legacy Planning Seminar at St. Thomas More Parish on Tuesday, January 31, 2017.  In order to provide various scheduling options, we are offering a morning (10am-11:30am) and evening (6:30pm-8pm) seminar.  

Note:  This registration is for the evening session.  If you are interested in the morning session, please click here and you will be redirected.

This seminar will have a Stewardship message and will address a wide variety of financial, legal and estate planning information including:

• Why an Estate Plan?
• Wills
• Probate
• Trusts
• California Advance Health Care Directive
• Power of Attorney
• Creative Ways to Give
• How To Avoid/Reduce Income/Capital Gain/Estate Taxes
• Create Your Legacy

Each participant will be provided the opportunity to schedule (at a later date) a complimentary consultation with an established Catholic estate attorney or financial planner intended to help you create your first Estate Plan or update your existing Estate Plan.

Light refreshments will be offered at each session.  We look forward to you joining us.

If you have any questions, please contact Chris Smith at (760)758-4100, ext. 120 or chriss@stmoside.org.