Estate Planning Basics Seminar and Q&A
Professional Panel:
Charles Des Roches, Attorney, Noland, Hamerly, Etienne & Hoss. Mr. Des Roches has an LL.M. (Master’s) in Taxation from Golden Gate University and is a Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California.
Diego M. Reyes, Co-CEO & Investment Adviser, Stillwater Capital Management Mr. Reyes is Co-Chief Executive Officer and Founding Partner of Stillwater Capital Management. He has spent nearly a decade serving as a financial adviser to individuals, families, and businesses.
Teresa Wan, C.P.A. and Robert Slawinski, Realtor, Carmel Trust Management / Real Estate Services. CTM is a leading provider of integrated real estate and estate settlement services.
Date and Time
Wednesday Oct 2, 2024
2:30 PM - 3:30 PM PDT
Wednesday, October 2, 2:30pm
Location
SE corner 8th & Lincoln Carmel
Fees/Admission
No fee
Website
Contact Information
Gilda Soule
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