Workshops

We’re currently planning estate planning workshops for 2015. If you would like to receive an email with the dates and locations, and receive priority registration, please leave us the following information.

City of San Clemente, Parks & Recreation Class – July 1st and July 8th:

In conjunction with the City of San Clemente, Department of Parks and Recreation, we’re offering a two evening Estate Planning Workshop. The workshop will be held on July 1st and 8th from 7:00 to 8:30 PM. The course is not yet available for registration, but we will update this page as soon as it opens, or you can click here to be taken to the City’s website for more information about the course. Once on the City’s website, click on the Adult Programs link on the left, then the link for Educational & Science. Our course will be the first course listed, and the barcode for the course is 46095. Registration should open soon online for the course.

Age Well Senior Services, Trust and Estate Workshop – August 22, 2015:

In conjunction with Age Well Senior Services, we will be presenting a workshop on August 22, 2015 at the San Clemente Senior Center on the topic of Trusts and Estate Planning. The focus of this workshop will be on the need for an estate plan, what an estate plan should include and how a properly constructed plan can preserve your legacy. Join us at 9:30 AM for an informative and entertaining program. Signups are through Age Well Senior Services.