Fwd: ORUMA’s Educational Seminar on Estate planning

[Pradeep GK]

FYI - Upcoming Educational Seminar on Estate Planning.

Thanks,

Pradeep

Sent from my iPhone

Begin forwarded message:

From: Jayne Sony <jayn...@gmail.com>
Date: May 10, 2018 at 9:42:43 PM PDT
To: "gpr...@hotmail.com" <gpr...@hotmail.com>
Subject: ORUMA’s Educational Seminar on Estate planning

Hey Pradeep,

Most of EMA members may already have received this email from ORUMA but it would be great if you could send this out to our members encouraging them to attend.

Thanks

Jayne

Dear Friends,

Most of us have homes, savings and other properties - but have we ever thought of what would happen to all of our assets in the event of a tragedy befalling us? Would our kids have access to our assets? If you have not made any provisions and especially if you have young children or elderly parents, then do join us for ORUMA's upcoming seminar on Estate Planning. 

Don’t miss out on this opportunity to grasp the essentials of estate planning, living trusts, difference between Trust and Will, taxation laws, and other important facets of your estate. It will be facilitated by Gregory McCloskey, CFP, of Pacific Crest Financial, on Saturday, May 12th, 2018, from 10 am – 1:00 pm, at 14121 Coteau Dr., Whittier, CA 90604.

Please see attached flyer and documents for more information and pass it along to your friends and family, to encourage them to attend. Greg has agreed to give a special discount to those attending the seminar - do not lose out on these savings