COVER YOUR ASSets

3428 Hillcrest Avenue,Antioch CA 94531

20 January, 2023

Description

Learn from a panel of experts speaking on:Trust Planning, 1031 Exchange, Life Insurance, & Retirement/Investment . Don't get caught with your pants down. This panel of experts are here to help you get your mindset on track so you are better prepared for stability in life and on multiple topics. Regina Ruiz [email protected] 925-234-5470 Advanced Estate Planning Topics that will be covered: The differences between a Will and a TrustDiminished Capacity and ConservatorshipsMedi- Cal Recovery ActSheila Long, CES®Vice President | Regional Sales Executive Old Republic Exchange Company 480-341-2032 - Sheila Long, Certified Exchange Specialist®, is Vice President and Regional Sales Executive for Old Republic Exchange for parts of California, the Southwest, and Mountain States Regions. Sheila received her Bachelor’s Degree in Liberal Studies from Arizona State University and has a Certificate of Achievement in Speech-Communication. Sheila has over 20 years of real estate experience in diverse roles working in both the residential and commercial real estate. Sheila is also an affiliate of several Realtor Associations and is an active member in the Commercial Real Estates Services Committee for the Scottsdale Association of Realtors and an active Board Member for Federation of Exchange Accommodators and for her local CCIM Chapter. She enjoys spending her time teaching and educating regarding the 1031 Exchange process, which includes classes with Realtors, Escrow Agents, CPAs, and Board Associations. Leland RubinWorld Financial Group 925-286-6292 [email protected] Leland is the CEO of WFG and will be covering the topic of insurance and Taxes Dennis Goehring 209-610-6088 [email protected] Dennis will cover retirement and investment planning.