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This course can no longer be booked.

Live Event: Planning for Retirement

1-hour workshop on December 8th, 2022 at 2 pm. Retirement and Estate Planning

  • Ended
  • 6101 Owensmouth Ave, Woodland Hills, CA 91367, USA

Service Description

While estate planning involves creating a plan for the transfer of the creator's estate to their beneficiaries after their death, retirement planning is the process of setting retirement income goals and taking steps to achieve these goals. About the Hosts: >>>Marcia Israel, a former educator, and professional writer joined the agency full-time about 15 years ago as CFO and Life and Long Term Care Insurance agent. Marcia has written numerous articles about LTCI for local newspapers and industry >>>Maria Primushko, Esq. knew since secondary school that she was destined to become an attorney. Her righteous personality and conviction to protect others inspired her interest in law. She creates Estate plans: Trusts, and Wills for her clients, to help them manage their affairs without interference from the government or other external entities. >>>Stan Israel, a Vietnam Era vet, began his career in the fitness industry before becoming an insurance broker over 38 years ago. He added Long Term Care Insurance products to his Life, Disability, and Final Expense portfolio. As a premier Specialist in Long Term Care, Stan guides his clients through the choices available with LTC Insurance. Stan teaches LTCI Continuing Education courses to insurance agents and often speaks to legal, industry, and financial organizations about the need, cost, and financing of Long Term Care Insurance. SDIINS also partners with Senior Centers, Assisted Living, and Home Care agencies to offer educational talks about LTCI, Medicare, and Medi-cal. Stan serves on the advisory panel for the CA Partnership for Long Term Care. Stan often advises Insurance and Financial organizations in California about proposed LTCI legislation. Call or Text MVP Law Group, A PC: 818-788-7881 Call: Stan Israel Insurance Services, Inc.: 818-706-1100 Location: West Valley Warner Center Chamber of Commerce Offices 6101 Owensmouth Avenue Woodland Hills, CA Enter through Promenade Mall & Owensmouth Ave (Near the AMC theatre, enter through Promenade Mall) Look for the White Arch

Cancellation Policy

To cancel or reschedule, please contact us 24 hours before. Thank you

Contact Details


Second Floor 17337 Ventura Blvd, Encino, CA, USA

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