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.
