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Tue, Jan 24

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Brentwood

Estate Planning Class

Our team is here to provide you with the necessary information to create a customized plan for you and answer your questions. • Is a reverse mortgage right for me? • Do I need a trust if I have a will? • How does Medi-Cal recovery affect me? • What is Prop 19?

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Estate Planning Class
Estate Planning Class

Time & Location

Jan 24, 2023, 9:00 AM

Brentwood, 193 Griffith Ln, Brentwood, CA 94513, USA

About the event

Our team is here to provide you with the necessary information to create a customized plan for you and answer your questions. • Is a reverse mortgage right for me? • Do I need a trust if I have a will? • How does Medi-Cal recovery affect me? • How can an SRES Realtor help me? • What is Proposition 19? Hosted by your local experts: Shelly Ukkestad - Reverse Mortgage , Nicole Hunt/Jamie Johnson - SRES Realtors , Guest Speakers from Advanced Estate Planning & First American Title REGISTRATION IS REQUIRED! 55+ and their families are welcome.

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