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Recorded Webinar Legacy Planning

Recorded Webinar Legacy Planning

Learn tips to ensure that what you have accumulated does not go up in smoke when you are gone.

This informative webinar that covers succession planning and leaving a legacy for your family. This webinar will give you hands-on tools that will equip you to form a smooth succession plan.

During this webinar you’ll learn how:

  • To communicate your wishes
  • To divide and distribute your assets
  • To deal with accounting and legal issues
  • Take the first steps towards creating a roadmap to the future. 

Instructor: Attorney Michael A. Morales, Chhokar Law Group, P.C.

You will receive a link shortly that will allow you access to the webinar for 7 days. Links will be sent out Monday – Friday. The 7 day access will begin from the day that you receive the link. Please contact the Education Department at 858-751-2219 if you have any questions.

Do you hold the CAPS, CAM, IROP or NALP Designation? If yes, this webinar counts towards your Continuing Education Credits (CEC). Receive 1 Credit toward your CECs.

Non-Member Price: $39
Member Price: $19.50