SCPR Legacy Society Retirement and Estate Planning Event

This event took place on:
Tuesday, January 14, 6:30 - 8:00pm
Location
  • Orange County Museum of Art
  • 850 San Clemente Drive
  • Newport Beach, CA 92660

Jessica Dorman-Davis, JD & MBA, Partner at Freeman Freeman & Smiley will discuss:

·         prepare your retirement and estate plans
·         minimize your taxes (income, gift, and estate taxes)
·         meet your goals, provide for loved ones, and benefit charities

RSVP to Katherine Gfeller in SCPR Development at kgfeller@scpr.org, (626) 583-5145

6:30 p.m. - Doors open and light refreshments served

7:00 – 8:00 p.m. - Program

Orange County Museum of Art
850 San Clemente Drive, Newport Beach, CA 92660


blog comments powered by Disqus