Welcome to "Maximizing Your Assets!"
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These days, the more information you have about your financial decisions, the better you will help guide your family through these challenging economic times.
"Maximizing Your Assets" is a top-flight team of financial and legal professionals, long-time based in the Santa Clarita Valley. They proudly "give back to the community" by offering their expertise at regular no-cost seminars. At the seminar, you will learn how to save money on your taxes, real estate, insurance, and protect yourself with wills, living trusts, and more!
From tax planning to insurance matters, estate planning, living trusts, long term care, and home buying/selling and mortgage matters, we are here to provide you with the information you need.
UPCOMING EVENTS!
Saturday December 19, 2009
Union Bank
23620 Lyons Ave
Santa Clarita, CA
9:30 a.m. through 11:00 a.m.
Continental breakfast will be provided.
Join us at Union Bank in Newhall, California (on Lyons and Peachland). You will learn how to save money on your taxes, learn the latest developments on real estate, learn how to protect yourself with proper insurance, and get your legal documents in order with solid estate planning. The format will primarily be a "panel discussion" so come with your questions.
Call 661.964.0200 and reserve your spot today!
