Join us on Thursday, April 16th for our Drop-In-And-Learn Vlog on the ABC’s of Estate Planning: Part 2 hosted by attorneys Bob Vale and Stefani Coggins! To join this exciting vlog, please click the link below! Meeting link: https://zoom.us/j/51080962 At...
Join us on Thursday, April 9th for our Drop-In-And-Learn Vlog on the ABC’s of Estate Planning: Part 1 hosted by attorneys Bob Vale and Stefani Coggins! To join this exciting vlog, please click the link below! https://zoom.us/j/276979923
On 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...
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...
Join 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...