Pat Vitucci Presents with Len Tillem:
Topics covered include:
*Define your retirement goals and assess the cost
*Evaluate Sources of Income
*Invest for the future-Active Asset Allocation
*Avoid Probate- Use a Trust to pass on your wealth
*Evaluate your current Estate Plan
*Home and Auto Insurance issues
*Having the appropriate mortgage for you
Seminar Location:
At the San Ramon Marriott
2600 Bishop Drive
San Ramon, CA 94583
Thursday, July 31st, 2008
Session I: 2:30-4:30
Session II: 7:00-9:00
For Reservations: Please call (800)472-8305