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Lunch & Learn: Estate Planning 101 Thumbnail

Lunch & Learn: Estate Planning 101

Date: Sept 20, 2019

Time: 11:30 - 1:00 PM

Location: Newport Beach Community Library 

Estate planning was once a buzz phrase reserved only for the wealthy. But that’s just no longer the case. Estate planning is important for every family, individual and business.  Anyone who has assets, no matter how small, or wants their medical wishes carried out should have an estate plan. 

Join ICM Financial and our guest speaker, Dan Hales, an Estate Planning Attorney, to learn the ins-and-outs of putting a well thought out estate plan in place. The format will be: sit down lunch and formal presentation, open Q and A period, post-lunch coffee and sweet treats.