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2015 Estate And Retirement Planning Summit

May 9, 2015 @ 11:00 am - 3:00 pm

| Starts at $15
vdg.2015 Estate And Retirement Planning Summit

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The Estate and Retirement Planning Specialists, a non-profit corporation, will host the 2015 Estate and Retirement Planning Summit on May 9, 2015! Lawyers, Retirement Specialists and Elder Care Advocates will combine education and entertainment (“edutainment”) to show the audience the importance of Estate Planning, Estate Administration, Elder Abuse Detection and Prevention and Retirement Planning through skits, song and dance.

Created as a resource for corporate professionals, retirement age individuals and seniors to explore estate planning, financial planning, health, life, and retirement planning options, The Estate and Retirement Planning Summit will bring together professionals to assist in educating and providing options to ensure proper estate planning and financial security, and familiarize families with elder care and abuse prevention strategies.

The Estate and Retirement Planning Summit will be a platform for retirement age professionals, seniors and their families to learn how to better plan for retirement, health illnesses, incapacitation and end of life. The Summit will take place from 11am-3pm, and a select group of experts in the area of Estate Planning, Trust Administration, Retirement Planning and Elder Abuse and Prevention, selected by the Estate and Retirement Planning Specialists, a non- profit organization, will present fun and inspiring presentations to the 375 plus guests. Continental breakfast, lunch and free parking will be provided.

10:30am-11:00am – Registration
11:05 am – Official Welcome / Sponsor Acknowledgements
11:10-12:30pm – Retirement Planning & Elder Abuse
12:30-1:15-pm – Lunch Reception/Networking
1:30-2:30pm – Estate Planning & Trust Administration Presentations
2:30-3pm – Expert Question/Answer Session/Closing

Guests 65+ FREE – Kindly RSVP.

More Info / Register


May 9, 2015
11:00 am - 3:00 pm
Starts at $15
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Kaiser Center Lakeside Theater
510 271.6131
300 Lakeside Dr, Oakland, CA 94612 United States
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