Estate Planning Advisor Seminar

Red Cross Bay Area Estate Planning

This is a great opportunity to meet Natalie Choate, a leading speaker on estate and distribution planning for retirement benefits on April 23, 2015 in one of TWO locations: Palo Alto or San Francisco.

Topic: Recent Developments in Planning for Retirement Benefits and Correcting IRA Mistakes

Location 1: Garden Court Hotel - 520 Cowper Street - Palo Alto, CA

  • Time: 8 - 11:45 a.m.
  • 8 a.m. Continental Breakfast and Program
  • BUY TICKETS - (Palo Alto)
  • Location 2: The Omni Hotel - 500 California Street - San Francisco, CA

  • Time: 1:15 - 4:30 p.m.
  • Reception: 4:30 - 5:30 p.m.
  • BUY TICKETS - (San Francisco)
  • For questions, please email: William.Ruettinger@redcross.org

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