Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP’s will be provided for in-person attendees only. During...
An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...
Join us on Wednesday September 25th from 8:30am to 3:00pm for Part 2 of our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 6 CE credits...
Please join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA’s will be provide for in-person attendees...
Please join us for our seminar on What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws from 12:00pm – 1:15pm on Wednesday, June 19th! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA. McDowall Cotter will be offering a...