Legacy Seminar in Vacaville, California
Saturday, April 28
4-5:30 p.m.
Executive Boardroom - Vacaville Courtyard by Marriott
120 Nut Tree Parkway, Vacaville CA 95687
The seminar occurs immediately prior to the nearby Northern California AOG Founders Day Dinner.
Register online by April 20, 2018.
What will be your legacy?
Establishing an estate plan is one of the most important steps in building your legacy. If you have an estate plan but have questions about whether or not it needs to be updated, or if you have not yet considered developing a plan, the Legacy Seminar is for you. Join us to hear from respected financial and legal advisors and learn about estate planning options that match your personal goals and wishes.
Agenda
Welcome, intro and objectives
Sessions One and Two
Mike Ross '81, Wealth Manager for Morgan Stanley, and David Brazgel '96, Attorney with Minarik Law Group
Session Three - Legacy options with the USAFA Endowment
Dale Zschoche, director of gift planning, USAFA Endowment
For more information
Dale Zschoche, dale.zschoche@usafaendowment.org, 719-238-7510