Seminars
Seminars & Events
One evening to understand the most important fundamentals of estate planning.
Free Seminar · Online
Estate Planning 101
You are invited to Estate Planning 101, a free informational seminar on the basics of estate planning. Topics include:
- Common estate planning terms and definitions
- Basic estate planning documents
- Strategies for avoiding probate
- Estate and gift tax issues
Presenters: Jessica Hong Miller and colleagues
Format: Zoom, about one hour (sessions are usually presented in Chinese)
Schedule: held periodically — call or message us for the next date
More Topics
Talks for associations and organizations
Chambers of commerce, community associations, physician groups and companies are welcome to invite us for a talk in English or Chinese.
Wealth Planning for Physicians
Income protection, practice succession and common financial mistakes physicians make.
Business Owner Risk & Succession
Key person insurance, buy-sell agreements and business continuity.
Retirement & Long-Term Care
Retirement income and ways to prepare for long-term care costs.
Seminars and sales presentations are for informational purposes only and reflect an understanding of generally accepted principles. Presenters do not provide legal, tax or accounting advice; attendees should consult their own professional advisors before implementing any strategy. Insurance products may be discussed.