Estate and Financial Planning Workshop

An opportunity to learn Estate Planning Basics

Complete the Form to Reserve Your Spot

Join us Saturday, December 3rd at 10:30 am

at The French Valley Library

31526 Sky View Rd, Winchester, CA 92596

    FREE WORKSHOP

Saturday

December 3rd, 2022

at 10:30 am

31526 Sky View Road

Winchester, CA

92596

A morning of refreshments with the opportunity to learn about estate and financial planning basics.

* The Riverside County Library system is not sponsoring or endorsing this program, or any goods or services offered.

When

French Valley Library

Where

What

Meet Your Presenters

Amy Oakden is an estate planning attorney serving individuals and families throughout the State of California. Through a holistic client-centered approach, Amy guides her clients through the process of planning for incapacity and death with the goal of building a continuing relationship as a lifelong trusted advisor. She ensures that her clients not only leave with an effective plan in place, but that they have a strong grasp of what their plan means and how it will work when they need it.

Amy Oakden, Attorney

Oakden Law ltd.

Leilani Anderson is a licensed financial professional that specializes in life insurance. She has a passion for teaching and for learning. She is active within the community, serving on the board for local charities and as an Ambassador for the Temecula Chamber of Commerce. She has lived in the Temecula/Murrieta area with her husband and two sons for 10 years.

New York Life

Leilani Anderson, Agent

  • Why you need an estate plan, even if you aren’t rich. (And how it may be even more important for families of modest means)
  • The best way to title assets to ensure that your family doesn’t get stuck in court if you become incapacitated, or when you die
  • How often your Will or Trust needs to be reviewed and updated to ensure they work and don’t become a pile of expensive and useless paper in your desk drawer or bookshelf
  • What estate planning should cost and who pays the cost of a “too cheap” plan
  • Life insurance overview, what are the options available that fit your needs
  • Preparing for the unexpected while maintaining a piece of mind that you financially have secured your loved one's future
  • Ideas to protect the next generation

    What You Will Learn

Space is Limited!

REGISTER TODAY!

Oakden Law Ltd.

28475 Old Town Front Street, Suite G,

Temecula, CA 92590

www.OakdenLaw.com

(951) 888-2244

amy@oakdenlaw.com