Free Workshops

Wednesday, February 20th, 2019 at 8:00 am

"Estate Planning Basics Part 1"

Hosted by: New Directions for Women

Guest Speaker: DeDe Soto, Esq.

Event Location: 3001 Redhill Avenue, Bldg4, Suite 109, Costa Mesa CA 92626.

RSVP: Tania Bhattacharyya, Foundation Exec Director

Ph: 949-313-1192 ext 300

Click here for the event flyer.

Wednesday, February 27th, 2019 at 8:00 am

"Estate Planning Basics Part 2"

Hosted by: New Directions for Women

Guest Speaker: DeDe Soto, Esq.

Event Location: 3001 Redhill Avenue, Bldg4, Suite 109, Costa Mesa CA 92626.

RSVP: Tania Bhattacharyya, Foundation Exec Director

Ph: 949-313-1192 ext 300

Click here for the event flyer.

All our workshops cover these key points:

  • Learn the difference between a will and a trust
  • How to name the right guardians for your minor children
  • Health Care Directives done correctly
  • Legally avoid ALL estate taxes and probate
  • Inheritance protection from lawsuits and divorce.
  • Ensure that your family is prepared for life without you
  • Conservatorships, Incapacitation
  • Leave a legacy that will last for generations
  • Trust Administration

DeDe’s presentation is educational, fun, addresses a range of issues and most importantly it is FREE!

Reserve your spot today!

All workshop attendees will receive a FREE follow up Family Wealth consultation, including trust reviews, and a $250 gift certificate towards their Estate Plan Package.
Some restrictions apply.*

What is a Family Wealth Consultation? It is the "one on one" time, approximately 2 hours, you have with DeDe to discuss your estate planning needs in detail. DeDe will guide you through difficult decisions, make recommendations on what type of plan would work best for your situation and present a custom Estate Planning Package as well the cost of proposed plan. At the end of your appointment, you can decide to engage or decline. No pressure, no obligation.

*Gift certificates are redeemable only on the day of the initial consult. The amount cannot be applied towards "a la carte" services such as but not limited to Child Protection Plans , Health Directives, Trust Administration or Conservatorships.

Workshop Testimonials

"Thank you so much! Excellent presentation." - Lindsay from Newport Beach, CA

"Very informative, clear and concise. Best in family preparation I've ever heard and I work with top rated attorneys nation wide!" - Andrea from Corona, CA

"Very informative today! Such a pleasure to be here. I am very encourage to get our trust going. Thank you so much." - Laura from Whittier, CA