Event Details
Is your estate plan protecting everything you've worked hard to build? Join us for a FREE educational workshop covering the legal, financial, and tax strategies that can help protect your assets and preserve your legacy.
Hear from three local professionals: Andrea Shoup, Estate Planning Attorney at Shoup Legal; Michael Klein, CPA at MPK Advisors & CPAs; and Craig Milton, CFP, Financial Advisor at Edward Jones.
Together, they'll discuss how estate planning, financial planning, and tax strategies work together to help protect your family's future.
📅 Thursday, November 5, 2026
🕔 5:00 PM
📍 Ronald H. Roberts Temecula Public Library
30600 Pauba Rd., Temecula, CA 92592
This workshop is FREE, but space is limited!
Reserve your seat today!