Encore Presentation

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If you are a financial advisor please contact me directly to discuss your attendance or referrals to this event.

Estate planning is vital for any family with assets and a family meeting can set the foundation for financial and life decisions in the overall estate plan. But when there are changes in health, finance, or family relationships—a plan that was sufficient a few years ago may no longer be appropriate for your family today.

You and your family are invited to join Estate Planning Attorney Darlynn Morgan for an informative appointment about preserving your family wealth by incorporating multigenerational planning as well as new changes to the law that directly affect your estate plan in today’s increasingly complex society.

Topics we’ll cover include:

This is an excellent opportunity to get a better understanding of estate planning and learn about the latest strategies and options that are available to you. There is no cost or obligation.

 

Encore Presentation

Monday, October 13
11:30 a.m. - 1:00 p.m.

Morgan Law Group
1500 Quail, Suite 540
Newport Beach, CA 92660


To make your reservation, please call 949-260-1400
or online at: OCPlanningSeminar.com

 

About Darlynn Morgan

Darlynn MorganAttorney Darlynn Morgan will be your speaker at this seminar. Ms. Morgan has prepared hundreds of estate plans for California residents over the past 15 years. Her law practice is devoted exclusively to estate planning and she'll explain, in simple terms, how proper planning can benefit your family - her popular seminars always get rave reviews!

All attendees will be offered a certificate for a Trust Review or a Family Wealth Planning Session ($750 value) at the conclusion of the event. 

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