Location:
Mission Viejo City Hall (VM Lekander)
200 Civic Center
Mission Viejo, CA 92691
Driving Directions
Walk-ins Please Bring A Business Card
A no-charge event sponsored by:
SBA/SCORE
5 Hutton Centre Drive, Ste 900
Santa Ana, CA 92707
www.score114.org
Control Your Future: Estate Planning 101 for Small Business Owners
Estate planning can offer you many benefits while you are living. Much of what we will discuss in the workshop involves planning for what happens if you were to become incapacitated and after you die.
The goal of this workshop is to personalize this critical part of financial planning process and to get you think about how an estate plan can put you in control of your life decisions.
• What estate planning is
• Who benefits
• Who involves in the estate planning process
• Essential component of a basis estate plan
• Component of a more complex estate planning situation
Mandy Woo presents this workshop. Mandy is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.
(Registration/Check-in 1:00 to 1:30 PM)
Limited seating, save yours
SCORE services are provided on a non-discriminatory basis without regard to race, gender, national origin or disability