May 20, 2021, 6:30pm

View From the Top:

The Ins & Outs of Wills & Trusts

DATE

May 20, 2021, 6:30pm

LOCATION

1425 W Foothill Blvd. Upland, CA

COST

No Cost. Really? Yes.

 

What is View From the Top?

View From the Top is a seminar and workshop series that we at Mountain Peak have created to keep you informed on important and complex topics. Our goal is to help you feel as confident as possible throughout all your financial strategies by providing you with quality information, answering your questions, and connecting you to other professionals in the community.

Workshop Outline

Tyler Brown joins us again to teach us about an important part of retirement planning - wills & trusts. Tyler will touch on the following topics and more:

  • Function & Importance 

  • Structure & Forms 

  • Relevant protection laws 

  • Updating your Will

  • Have your Wills & Trusts questions answered

This year's workshop will be hosted virtually through Zoom. Meeting details will be provided after registering.

Guest Speaker

Tyler Brown

Attorney, Brown & Brown LLP


Tyler Brown is an attorney with Brown and Brown, LLP founded by his father, Lee, and located in Upland, CA. Tyler has been practicing law since 2008 and has a wide range of practice areas, including wills and trusts.

Pricing

There is no cost for this workshop!

Really? What's the catch??

There actually isn't one. As financial planners we're dedicated to keeping our community informed as best we can. 

All you have to do is register and show up!

LOCATION

Mountain Peak Financial, Inc.

Building Classroom:

1425 W Foothill Blvd., Ste 210

Upland, CA 91786