Events - Our Next Informational Seminar!
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Maximizing Your Assets!
Don't miss this information-packed seminar! Learn about vitally valuable insider tips! This will primarly be a "panel discussion" so come with your questions.
Date: Saturday, December 19, 2009
Time: 9:30 a.m. to 11:00 a.m.
Continental breakfast will be served.
Location: Sponsored by Union Bank, 23620 Lyons Avenue (at Peachland Ave.), Newhall, CA 91321
TOPICS COVERED:
Panelist Jeff Eisenberg, Mortgage Advisor & Consultant
1. Where is real estate finance headed?
2. How will the self-employed qualify for loans?
3. How will FHA play a vital role in 2010?
Panelist Robert Mansour, Estate Planning, Wills & Trusts Attorney
1. What is estate planning?
2. Why should I bother with an estate plan?
3. What is probate and how does it work?
4. Four legal documents most people should have
5. What is the difference between a will and a trust?
Panelist Brad Polak, Certified Public Accountant
1. Tax issues in 2010
2. How to minimize your tax exposure
3. Opportunities under recent tax law changes
4. How will foreclosures and short sales affect you?
Panelist Bill Clingen, Asset Protection Advisor
1. How to protect your assets in a down market
2. How to protect your loved ones
