We’re pleased to present…
7 Biggest Mistakes Trustees Often Make
Thursday, January 28, 2016, 10:00 AM – 1:00 PM
Pond Family Conference Room
Second Harvest Food Bank – Cypress Center
4001 N. First Street, San Jose, CA 95134
Who Should Attend:
Anyone who has created a trust, is named as a trustee, or is considering establishing a trust.
Guest speaker and veteran wealth strategist Sandeep Varma returns for this complimentary educational seminar. Both entertaining and informative, Sandeep will share numerous real-life stories that illustrate the responsibilities and liabilities that trustees accept. You will learn the possible problems that trustees face and know how to avoid or remedy them. Sandeep will also identify potential opportunities with a special type of revocable living trust called an IRA Trust. Continental breakfast and light lunch included.
Seating for this workshop is limited. Please RSVP by January 22 to Jennifer Plumlee at (408) 266-8866 ext. 529 or email@example.com