Estate Planning Musts:  Wills, Trusts, and Creating Peace of Mind  (Open to the Public)

 

CREATING CERTAINTY IN AN UNCERTAIN WORLD

Various Dates (see below) • Noon–1 p.m. • Zoom

Click here for the flyer for this series of webinars. PDF File

Registration required. See below.

Grab your lunch, pull up a chair and please plan to join us for this information session on estate planning. Each webinar covers the basics of estate planning in California so plan to attend the one that is most convenient to your schedule. 

A No-Cost Lunch-Time Webinar!                                                                           

Estate planning is something each of us can do to ensure our values, ideals, and charitable goals are part of our legacy. No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money. We will show you step-by-step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind!

Our estate planning workshops provided by the Meier Law Firm (https://www.meierfirm.com). Should you have any questions, please reach out to Hart Roussel at csufplannedgift@fullerton.edu. 

SPECIAL GUEST PRESENTER: LAURA MEIER, Esq

Laura Meier is a California estate planning attorney who is also a proud alumna of the CSU. Laura is the author of The Family Nest Egg, and, Good Parents Worry, Great Parents Plan. She is the host of the If Life Were Perfect Podcast. She and her husband, Joshua Meier, Esq., own the Meier Law Firm in Newport Beach, CA and are the proud parents of four children. You can learn more at meierfirm.com.

Registration required.

Please register for this FREE Webinar. You may join by computer, tablet or phone.  Prior to the workshop, you will receive an email with the Zoom link to join. You will need to register to receive the Zoom link for the workshop.

Tuesday, September 3rd, 2024, at 12:00 – 1:00 PM
 Click here to register for the September 3rd webinar. Registration opens August 15.

Thursday, October 17th, 2024, at 12:00 – 1:00 PM
 Click here to register for the October 17th webinar. Registration opens on September 13.

Tuesday, November 12th, 2024, at 12:00 – 1:00 PM
 Click here to register for the November 12th webinar. Registration opens on October 18.

Tuesday, February 11th, 2025, at 12:00 – 1:00 PM
 Click here to register for the February 11th webinar. Registration opens on January 14.

Tuesday, March 11th, 2025, at 12:00 – 1:00 PM
 Click here to register for the March 11th webinar. Registration opens on February 12.

Thursday, April 24th, 2025, at 12:00 – 1:00 PM
 Click here to register for the April 24th webinar. Registration opens on March 12.