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April 2019
Taking Control of Your Future: The Legal, Financial, and Care Considerations of Aging Presented By: Yvonne Amrine & Amy Burfitt Please join us as Amy and Yvonne will outline decisions to consider in planning for successful aging. If any of the following items resonate with you, you should consider attending: Identifying what's important as you [...]
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Learning Is For Everyone (LIFE) - San Elijo LIFE Lecture Topic: Wills, Trusts, and End-of-Life Decisions. Navigating the world of aging well takes a team approach. The members of your team should include legal, financial and tax advisers, as well as someone to help you navigate the myriad of rules and services associated with the [...]
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Financial & Estate Planning Workshop Financial Assessment and Planning for Future Care and Types of Insurance: What is Covered in Terms of Care? To RSVP for this workshop, click here!
Find out moreMay 2019
What You Will Learn The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]
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What You Will Learn The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]
Find out moreJuly 2019
What You Will Learn The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]
Find out moreOctober 2019
What You Will Learn The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]
Find out more