How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am
CA, United StatesJoin us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person attendees only. Important Update: Our Life Insurance Seminars scheduled for March 18th and […]
VLOG – Testing Autonomous Vehicles – Safe or Sorry? – McDowall Cotter 3/31/2020 12pm
On Tuesday, March 31st at 12:00pm, attorney Monica Castillo will be hosting a vlog titled "Test Autonomous Vehicles - Safe or Sorry?". Please join McDowall Cotter for this exciting new an quick learning opportunity! To join us on March 31st at 12pm, please click HERE!
VLOG – Who Needs an Advance Health Care Directive? You Do! – McDowall Cotter 4/2/2020 12pm
Join us on Thursday, April 2nd at noon for our next Drop-In-And-Learn Vlog! Attorney Bob Vale will be hosting Part 2 of our Advance Health Care Directive Vlog. This Drop-In-And-Learn will discuss how to fill out an Advance Health Care Directive. A copy of an Advance Health Care Directive can be found under the "Resources" […]
VLOG – Keeping Trustees Out of Lawsuits: A Mini-Series – McDowall Cotter 4/3/2020 12pm
On Friday, April 3rd, join us for our Drop-In-And Learn Vlog hosted by attorney David Rosenbaum for a fast-paced and exciting webinar on Keeping Trustees Out of Lawsuits! To join our vlog, please click the link below! https://zoom.us/j/2547688235
WEBINAR – Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter 4/8/2020 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday April 8, McDowall Cotter will be hosting a webinar on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how the use of business entities impact the reassessment of […]