Client Seminar: ” A Wholistic Approach to Planning” Part 2, Estate Planning

Here at Encore, we focus on delivering value to our clients. We do this not only through the tax and advisory services we provide, but also by partnering with our clients.

As part of our commitment to our clients, we host informative and beneficial seminars on topics that we feel are relevant to them. This month we hosted part 2 of our planning series entitled “A Wholistic Approach to Planning”. During this seminar, we explored what Estate planning means, the different strategies and options available and how to avoid the pit falls that most people are prone to.

Our Q&A session was far from dull as we answered many of our client’s questions, joked and gave insight into situation specific strategies.

A special thank you to our guest speakers from Potente Law and Northwestern Mutual.

If you are interested in attending our next client seminar, please contact Susan Lee at 858-549-7100 or by email