STRATEGIC LEGACY COUNSEL, PC

Rethink Estate Planning

ESTATE PLANNING SEMINAR

The Dirty Dozenthe 12 most common mistakes people make in their estate plans and what you can do about it.

Sergio Jimenez, Esq.

Attorney and Counselor At Law

For many people, the thought of preparing an estate plan is a rather daunting taskit seems intimidating, costly, and complicated. For these reasons, many try to take the easy way out and do their estate planning themselves or purchase an off-the-shelve form or software so they can create their own simple plan. This, however, may be one of the most expensive decisions one can make. This seminar will examine the twelve most common mistakes people make in their estate plans and the solutions available through professional estate planning services. or Sergio.jimenez@slcounsel.net Location: 1316 K Street, Suite B Modesto, CA 95354 Space is Limited. RSVP: (209) 341-1655 Time: Event starts promptly at 2:00 PM (Enjoy appetizers at 1:30 PM)
Sergio Jimenez is the founder of Strategic Legacy Counsel. He is also an investment advisor representative with Transamerica Financial Advisors, Inc. Mr. Jimenez holds a Bachelors degree in business and a Doctor of Law (JD). He holds a Series 65, Series 6, and Series 63 securities license and a California life insurance license (0E66419). He is a member of the California Bar (289673) and a member of Wealth Counselan organization of estate planning attorneys committed to practice excellence.

Date: Saturday, April 12, 2014

Neither Transamerica Financial Advisors, Inc. (TFA) nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of TFA. The views and opinions expressed thereon are those of the individual speakers and do not necessarily represent the views and opinions of Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. (TFA), or its affiliated companies