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April 2015 Focus Group

April 23, 2015 @ 8:00 am - 9:00 am

End-of-Life Planning – the Missing Piece?

By Sharon Kalani

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End-of-life planning is an area that is often overlooked or missing as part of a client’s financial and/or estate plan. Please join us for an interactive discussion, where we will cover:

  • End-of-life choices, decisions and process
  • Final expenses – what are the costs, and how fast are they increasing?
  • What can happen if you don’t plan (case study examples)
  • How women handle end-of-life decisions differently than men

    About Sharon
    Sharon Kalani has been a trusted Family Service Counselor and advisor at Green Hills Memorial Park in Rancho Palos Verdes for over ten years. Previously, she retired from a career in financial management and retail and commercial banking, with her most recent position being Senior Vice President at Bank of America, working with non-profit institutional clients.For SBEPC Members Only

    RSVP online at www.sbepc.org or email: larry@larrytakahashi.com

Details

Date:
April 23, 2015
Time:
8:00 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

RSVP

If you plan on attending please let us know by providing your email address.

Details

Date:
April 23, 2015
Time:
8:00 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

RSVP

If you plan on attending please let us know by providing your email address.