Seminars
Free Educational Seminars on Estate & Retirement Planning
Learn the essentials in a relaxed, no-pressure setting — right here in your community.
Join us every Wednesday from 6:00 to 7:00 PM at our San Bernardino office for a free, no-obligation estate planning seminar. The families who plan best are the ones who understand their options first — so there's never a sales pitch, just clear explanations, real examples, and time for your questions.
Join Us for an Upcoming Event
Attend a seminar and receive $500 off your complete estate plan — including your Revocable Living Trust, Power of Attorney, Healthcare Directives, Living & Pour-Over Wills, notary, quitclaim deed for your primary residence, and recording.
Estate Planning Seminar — Trusts, Wills & Protecting Your Family
- Date
- Wednesday, October 7, 2026
- Time
- 6:00 PM – 7:00 PM
- Location
- 301 E Vanderbilt Way, Suite 254, San Bernardino, CA 92408
Estate Planning Seminar — Trusts, Wills & Protecting Your Family
- Date
- Wednesday, October 14, 2026
- Time
- 6:00 PM – 7:00 PM
- Location
- 301 E Vanderbilt Way, Suite 254, San Bernardino, CA 92408
Estate Planning Seminar — Trusts, Wills & Protecting Your Family
- Date
- Wednesday, October 28, 2026
- Time
- 6:00 PM – 7:00 PM
- Location
- 301 E Vanderbilt Way, Suite 254, San Bernardino, CA 92408
Estate Planning Seminar — Trusts, Wills & Protecting Your Family
- Date
- Wednesday, November 4, 2026
- Time
- 6:00 PM – 7:00 PM
- Location
- 301 E Vanderbilt Way, Suite 254, San Bernardino, CA 92408
Reserve Your Seat
Seating is limited and always free.
Topics We Cover
- The Basics of Trusts and Wills
- Navigating Probate in California
- Maximizing Social Security
- Long-Term Care Planning
- Funding Your Trust the Right Way
- Protecting a Surviving Spouse
Prefer a One-on-One Conversation?
Schedule your complimentary, no-obligation consultation today.