2018 Estate and Retirement Planning Summit | May 12, Oakland

2018 Estate and Retirement Planning Summit | May 12, Oakland


2018 Estate and Retirement Planning Summit

Hosted by The Estate and Retirement Planning Specialists

May 12, 2018, IMPACT HUB, 2323 Broadway , Oakland, CA 94612


The mission of the Summit is to create a resource for retirement age individuals and seniors to explore estate planning, financial planning, health, life, and retirement planning options. The Estate and Retirement Planning Summit will bring together professionals to assist in educating and providing options to ensure proper estate planning and financial security, creating the right business entity for wealth accumulation and property acquisition to create generational wealth.


The objective of the event is to get individuals and families excited about planning for retirement and getting older. Individuals will be moved touched and inspired through the use of skits, video clips and song. Individuals and families will also have the opportunity to speak with experts regarding what steps to take to begin the process of estate planning- to avoid the costly expenses of probate, conservatorship proceedings and family fighting through litigation; Wealth Accumulation- to begin creating legacies; real estate accumulation and preservation- to understand how to finance and purchase real estate; and Medi-Cal and incapacity planning; how to preserve the family wealth if there are medical expenses due to aging.


The purpose of the 2018 Estate and Retirement Planning Summit is to educate individuals and families, though “edutainment” about the important of Estate Planning, Retirement Planning, Wealth Accumulation and Financial planning, Real Estate Accumulation and Preservation and Medi-Cal Planning.


The Estate and Retirement Planning Summit will be held on May 12, 2018 from 10am-2pm. Breakfast and registration will begin promptly at 10am. This is FREE for adults 65 and older. $15.00 before April 30th and $20.00 Regular Admission. Complimentary continental breakfast and lunch will be provided for all guests. Please see information and link below to register.


9:30 am – 10:00 am – Registration/Breakfast
10:00 am – Official Welcome
10:15 – 12 Noon – Professional Presentations
12:00 – 12:30pm – Lunch Reception/Networking
12:30 – 1:30pm – Professional Presentations 
1:30 – 2 pm – Expert Question/Answer Session/Closing  


Click Here to purchase your ticket

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