We offer the option of consultations and meetings in-person, video & phone.

You are invited to our free estate planning seminar.

Please come join one of our own, Angel Riley, at Los Gatos Library on May 18th at 11:30 am to learn more about the functionality and importance of having an estate plan. The seminar is hosted by Rob McCarthy, a senior mortgage advisor and owner of 101Loan.com. Angel’s presentation will discuss the components of an estate plan, how planning protects individuals and families, the probate process and how to avoid it by proper planning. Please share this invitation with your friends and the event is completely free for all!

Location: 100 Villa Ave, Los Gatos, CA 95030, USA
Time: 11:30 am – 12:30 pm
Water and snacks will be provided.


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