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TOP 30 Estate planning workshops in California
15 results found
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Modern Management Group
Modern Management Group is a leading real estate agency located at 1233 West Gardena Boulevard in Gardena, California. Our dedicated team of professionals is committed to providing exceptional property management services to our clients. With a focus on modern techniques and innovative strategies, we strive to exceed expectations and deliver outstanding results. Whether you are looking to buy, sell, or rent a property, our experienced agents are here to assist you every step of the way. Trust Modern Management Group for all your real estate needs in the United States.
1st Class Apostilles, Live Scans, Ink Cards & Notary (Mobile Services Avalable)
1st Class Apostilles, Live Scans, Ink Cards & Notary is a finance institution located in Elk Grove, California. We offer a range of services including live scan and ink fingerprinting, apostille, notary, estate planning documents, passport photos, and loan signings. As a Certified Woman-Owned Small Business and CA-Certified Small Business, we are dedicated to providing quick and convenient service to our clients. Whether you come into our Elk Grove office or book a mobile appointment at a location of your choice, we are here to assist you with all your document legalization needs. From life insurance policies to marriage certificates, we can process any document for an apostille. We also offer ink fingerprinting services for various requests and can electronically submit your fingerprint images for background checks. Our Certified Trust Delivery Agents are available for estate planning signings, notarizations, and closings. Additionally, we provide 2x2" passport-sized photos and offer workshops and classes in our Success Lounge to help you start or grow your business. Visit us at 8153 Elk Grove Blvd., Suite 20, or check out our website for more information on pricing and services.
The Motor Notars
The Motor Notars is a certified Notary Signing Agency located at 6856 Tee a Way Place in San Diego, California. Specializing in Real Estate Loan Documents and Family Estate planning, our goal is to make the signing process as easy as possible for you. We offer professional, reliable, and friendly services, traveling to wherever you are in San Diego County. Our team is personable, compassionate, and always willing to go the extra mile to ensure your experience is comfortable and pleasant. Founded by Brooke Stewart in 2005, The Motor Notars is dedicated to providing top-notch notarization services for all your needs. Whether you need documents notarized or assistance with estate planning, we are here to help. Contact us today for a stress-free and seamless notarization experience.
Galanti & Copenhaver, Inc.
Galanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.
Alex Lemberg, Esq.
Alex Lemberg, Esq. is a finance and lawyer institution located at 4111 18th Street in San Francisco, California, United States. In 2024 and beyond, they are shifting their focus to specialize in Estate Planning, working with Small Businesses, and Nonprofits. They have co-founded a new nonprofit organization called Identity Affirmation Workshop, dedicated to affirming name and gender changes. Alex no longer takes on new litigation cases, except for Restraining Orders, and will provide referrals for other legal matters. They are a Jewish, queer, non-binary individual living in the Castro District with their husband and dog. New client intakes can be done via Zoom or in-person at their office, which is accessible for those with mobility issues. Flexible hours are available to accommodate client needs.
Gould Linda K
Gould Linda K is a reputable law firm located at 6717 Mission Street in Daly City, California. Specializing in various legal matters, the institution offers expert legal advice and representation to clients in need. With a team of experienced lawyers, Gould Linda K is dedicated to providing top-notch services and achieving favorable outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business transaction, Gould Linda K is committed to delivering professional and reliable legal support. Contact them today for a consultation and see how they can assist you with your legal needs.
T.S. Wrobel Law Group, PC
Located at 870 Market Street in San Francisco, California, T.S. Wrobel Law Group, PC is a renowned law firm specializing in estate planning, probate and trust administration, business counseling, and nonprofit formation. The team at T.S. Wrobel Law Group understands the importance of preserving the life you love through proper estate planning, and aims to make the legal process as easy as possible. With a focus on trust, integrity, and excellent service, the firm takes a personal interest in the success of each client. Whether you need assistance with estate planning, probate, business counseling, or nonprofit formation, T.S. Wrobel Law Group is here to help. The firm offers estate planning workshops to help you construct a solid estate plan, and has a track record of successfully helping clients obtain their 501(c)3 tax exempt status for nonprofit organizations.
Southern California Institute Wealth Strategies Education & Advisor Resources
Southern California Institute Wealth Strategies Education & Advisor Resources is a premier institution located in San Diego, California. We provide top-notch education and resources for individuals seeking to enhance their knowledge and skills in wealth management and financial planning. Our experienced advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Join us at 10251 Vista Sorrento Parkway and let us guide you towards financial success.
New Aspect Financial Services, LLC
New Aspect Financial Services, LLC, located at 1475 4th Street in Napa, California, is a finance institution dedicated to guiding clients in the right direction with personalized financial strategies and advice. Their services include income planning, investment planning, IRA reviews, Social Security and Medicare reviews, estate planning, retirement planning, life insurance, and more. The institution follows a five-step process of Discovery, Assessment, Evaluation, Implementation, and Monitoring & Adjusting to ensure that clients achieve their financial goals. They are committed to their clients' financial success and offer a range of services to support them. Additionally, they host events such as seminars and client appreciation events to engage with the community. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. New Aspect Financial Services, LLC takes a unique perspective on investing and values their clients, friends, family, and supporters.
Kuhlmann Associates Financial
Kuhlmann Associates Financial, located at 1455 1st Street in Napa, California, is a finance institution dedicated to helping clients define and achieve financial freedom. Our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situations. We offer personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, and we offer educational workshops, events, and social gatherings to connect with our clients. Whether you are looking to plan for your future, navigate a divorce, or manage your estate, our team is here to help design a path to your financial goals.
Carson Wealth
Carson Wealth is a finance institution located at 960 School Street in Napa, California, United States. Our financial advisors in Northern California are dedicated to helping you define and achieve financial freedom. Conveniently located in Marin and Napa, our team strives to educate and support clients to live confidently with a healthy financial mindset. We specialize in personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, offering educational workshops, events, and social gatherings to connect with our clients. Whether you are planning for retirement, managing investments, or navigating a divorce, our team is here to help you every step of the way. Visit us at Carson Wealth and let us help you design a path to financial freedom.
AB&Associates, Certified Divorce Financial Analyst
AB&Associates, Certified Divorce Financial Analyst, located at 666 Green Street, San Francisco, California, United States, is led by Annette Brown, a Certified Divorce Financial Analyst and Divorce Coach. Annette offers expert financial support and consulting during the stressful time of marriage dissolution or business partnership dissolution. AB & Associates provides Strategic Planning Guidance Services to individuals, attorneys, and small businesses, assisting with the financial aspects of divorce or partnership dissolution. As a CDFA, Annette can assist with complex calculations involving Separate Property, providing scenarios to help clients make the best financial decisions. The institution also offers the Second Saturday Divorce Workshop, providing professional guidance on legal, financial, real estate, emotional wellness, and family issues related to divorce.
Liberty Group
Located in Larkspur, California, the Liberty Group is a finance institution dedicated to helping individuals and families achieve their ideal retirements. Clients of Liberty Group share their experiences voluntarily, without compensation. The institution offers tailored retirement strategies, tax-efficient planning, and valuable information on financial, investment, and retirement planning through nationwide radio broadcasts and informational workshops. Topics covered include estate planning, charitable giving, investment decisions, and financial literacy at various stages of life. Whether you are in your 20s or beyond 60, Liberty Group provides expert guidance to help you navigate the complex world of retirement planning. Visit us at 485 Magnolia Avenue to learn more about how we can help you build a secure financial future.
Liberty Group LLC
Liberty Group LLC, located in Oakland, California, is a finance institution dedicated to helping individuals and families achieve their ideal retirements. Our tailored plans focus on tax-efficient retirement strategies to ensure financial security in the future. We offer valuable information on financial, investment, and retirement planning through nationwide radio broadcasts and informational workshops. Our services include estate planning, charitable giving, investment decisions, and more. Whether you are in your 20s or beyond 100, we are here to guide you through smart money moves and retirement choices. Join us in navigating the complex world of executive benefits, improving financial literacy, and choosing the right community for retirement. Trust Liberty Group LLC to help you build a solid financial foundation for a secure and prosperous future.
Danielle Blunt - Raymond James
Danielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.
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List of businesses, places and services in California
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