California Estate and Retirement Planning
About Us
Our primary objective is to ensure you have the legal documents needed to protect yourself and your family, and the financial guidance necessary to protect your wealth and your legacy. To that end, we offer educational events presented by industry experts from across the state of California. These events are made available to you, completely free of charge, with no obligation to meet with anyone or purchase anything afterwards. Any information you share with us is kept strictly confidential. We do not sell or share your information. Our presenters will share their contact information with you during the presentation. You can choose to contact them directly if you need additional information or would like to work with them.
Frequently Asked Questions
Please contact us at info@californiaestateandretirementplanning.com if you have additional questions.
California Estate and Retirement Planning is an educational resource for those seeking help with estate planning and retirement planning. California Estate and Retirement Planning provides educational webinars and seminars, designed specifically for residents of California.
Our webinars and seminars are completely free of charge, with no obligation to meet with anyone or purchase anything afterwards.
Our webinars and/or seminars are presented by industry experts from across the state of California. Our presenters represent a distinguished cross-section of the financial profession, including attorneys, financial planners, certified public accountants, and additional subject-matter experts, offering participants comprehensive insights into the complex legal, tax, and financial elements of estate and retirement planning.
Our presenters have the heart of a teacher, not the attitude of a salesman. They prioritize the your growth and understanding of the subject matter over personal gain. Our webinars and seminars give them an opportunity to share knowledge and provide valuable education to the community.
During a presentation, a presenter may choose to share their contact information with you. You are free to reach out to them directly if you would like additional information or wish to explore working together. This provides the presenters with an opportunity to expand their practice while serving the community through education.
Please note, however, that attending any of our events does not obligate you to engage a presenter for professional services.
While our primary focus is estate planning and retirement planning, these fields naturally cover a wide range of topics - such as financial planning, wealth transfer, charitable giving, business succession, asset protection, generational wealth, and trust/estate management.
Disclaimer
The information provided in our webinars, seminars and on this website - including information of a legal nature - is provided for informational purposes only, and should not be construed as legal advice on any subject matter. The content is developed from sources believed to be providing accurate information. The information is not intended to provide personalized legal, tax, or investment advice. It is also not intended as a solicitation to purchase or sell investments or securities.
Please consult legal, financial or tax professionals for specific information regarding your individual situation. California Estate and Retirement Planning is not a law firm and cannot provide the services that an attorney can provide. We cannot represent you in court, advise you about your legal rights or the law, or select legal forms for you. California Estate and Retirement Planning is also not a
Registered Investment Advisor firm and does not provide securities or investment advisory services, tax or investment advice.
Our presenters are highly qualified and will advice you of their experience, qualifications and licenses. California Estate and Retirement Planning is not affiliated with our presenters. The opinions expressed and material provided by them are for general informational purposes, and should not be considered a solicitation for the purchase or sale of any security or legal advice.
California Estate and Retirement Planning
California Estate and Retirement Planning
We are here to help
Call us today at (760) 978-9787 to see how we can help you and your family. We look forward to hearing from you.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.