Please Join Us for a Workshop On

Topic:
Controlling Your Legacy Now!
Trust & Estate Planning Workshop
 
Date:
July 14th, 2026
 
Time:
10:00 AM to 11:30 AM
*Refreshments Will Be Served!
 
Location: 
Santa Ana Elks #794
1751 S. Elks Ln
Santa Ana, CA. 92705 
 
  
Controlling Your Legacy!
 
As you contemplate the future and consider how you'll pass on your values and traditions to the next generation, don't overlook taking control of the financial legacy you leave behind.
 
You're invited to our complimentary workshop presented in partnership with Affinity Trusts.
  
At this informative session attendees will learn:
  • Why a Revocable Living Trust is so important for homeowners.
  • What is the difference between a Revocable Living Trust and a Will.
  • How to avoid the costly, public and time-consuming probate process.
  • How to plan for incapacity, protect your family and your assets.
  • How to safeguard minor children and special-needs dependents.
 
 
Control Your Legacy Now!
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