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VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
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REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20180411T203000Z
DTEND:20180411T233000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:SCORE Workshop - Control Your Future: Estate Planning 101 for Small Business Owner
DESCRIPTION:Estate planning can offer you many benefits while you are living. Much of what we will discuss in the workshop involves planning for what happens if you were to become incapacitated and after you die.\n\nThe goal of this workshop is to personalize this critical part of financial planning process and to get you think about how an estate plan can put you in control of your life decisions:\n\n  What estate planning is\n\n  Who benefits\n\n  Who involves in the estate planning process\n\n  Essential component of a basis estate plan\n\n  Component of a more complex estate planning situation\n\n \n\nMandy Woo presents this workshop.  Mandy is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs\, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.
X-ALT-DESC;FMTTYPE=text/html:<p style="margin: 0px 0px 18px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">Estate planning can offer you many benefits while you are living. Much of what we will discuss in the workshop involves planning for what happens if you were to become incapacitated and after you die.</span></span></p>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">The goal of this workshop is to personalize this critical part of financial planning process and to get you think about how an estate plan can put you in control of your life decisions:</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">&bull\; What estate planning is</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">&bull\; Who benefits</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">&bull\; Who involves in the estate planning process</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">&bull\; Essential component of a basis estate plan</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title="">&bull\; Component of a more complex estate planning situation</span></span></div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;">&nbsp\;</div>\n\n<div style="margin: 0px\; padding: 0px\; color: rgb(0\, 0\, 144)\; font-family: Arial\, Helvetica\, sans-serif\; font-size: 12px\;"><span style="color:#000000\;"><span style="font-size: 10pt\;" title=""><strong>Mandy Woo</strong>&nbsp\;presents this workshop.&nbsp\; Mandy is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs\, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.&nbsp\;</span></span></div>\n
LOCATION:Mission Viejo City Hall(VM Lekander) 200 Civic Center Mission Viejo\, CA 92691
UID:e.887.21279
SEQUENCE:3
DTSTAMP:20260422T005033Z
URL:https://business.nocchamber.com/events/details/score-workshop-control-your-future-estate-planning-101-for-small-business-owner-21279
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