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Join our monthly educational seminars.
Free, informative sessions designed to help you understand estate planning, trusts, and how to protect your family's future, in a welcoming, no-pressure environment.
Reserve Your Seat
Whether you're new to estate planning or looking to update your current plan, our sessions offer valuable insights in a welcoming environment. Seating is limited, so we recommend registering ahead.
When
Last Saturday of every monthTime
12:00 PMWhere
CBM Office, 2655 First St, Suite 110, Simi Valley, CA 93065What you will learn
The basics of estate planning and trusts
How to avoid probate and unnecessary legal fees
Steps to protect your home and assets
Why having a living trust is important
Live Q&A with our experienced team
Can't make the next seminar?
Schedule a free, private 60-minute consultation instead, and get answers specific to your family's situation.