Developing a Plan to Protect Individuals, Families, and Businesses.


Scheduled Events
To RSVP for an event, please e-mail or call (650) 567-5000.  See an event that you missed, but would have like to attend?  Contact us to see if we can set up another one for you and your friends. 






April 24, 2014

 6:00PM - 7:30PM

CoAmerica Bank
1351 Howard Ave.
Burlingame, CA 94010

Business Succession Planning

May 10, 2014

 10AM - 12PM

South San Francisco Convention Center

Basics of Estate Planning
(Private Event for Life Insurance Agents)

June 1, 2014

 9:00AM - 1PM

Burlingame Fresh Market
Park Road

Exhibiting - Stop By for a Special Treat

June 19, 2014

10:00AM - 11:00AM

Fidelity National Title Company
405 Primrose Rd., Suite 1
Burlingame, CA 94010

 Common Ways of Holding Title
open to local realtors

July 16, 2014
 6:15PM - 8:00PM

 Waddell and Reed
1875 S. Grant Street, Suite 750
San Mateo, CA 94402

Planning for Kids with Special Needs 
open to families


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The information displayed on this webpage is for informational purposes only and is not meant as legal advice.  
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