Financial & Estate Planning for Public Safety Personnel-Riverside
Location:
Ben Clark Training Center
16791 Davis Ave
Riverside, CA 92518
CLICK HERE for the flyer
Class Hours:
9:00am – 12:00pm
Course Description:
Financial and Estate planning go hand in hand. Financial Planning helps gain assets and Estate
Planning protects those assets once realized.
The first part of the course will focus on how public safety professionals can effectively manage and invest their money to augment their salary and to prepare for retirement.
The second part will synopsize the Probate Court process and will teach participants how to avoid Probate through Trusts, LLC’s, Joint Tenancy, and POD accounts. Each attendee is entitled to a free 1-hour individual consultation with either or both presenters on a later date.
Registration Fee:
$50.00- Members
$100.00 – Non Members
For a group registration, please contact CPOA at cpoa@cpoa.org
Cancellation Policy:
Effective 8/1/18
All cancellations and substitutions MUST be in writing and directed to the CPOA Training at training@cpoa.org. All refunds will be processed within 30 days from the written date of the cancellation request.
Cancellations made 30 calendar days or more from the first day of your registered course will be refunded minus a $30 cancellation fee.
Cancellations made 29 calendar days to 10 calendar days from the first day of your registered course will receive a 50% refund.
Cancellations made 9 calendar days or less from the first day of your registered course are NOT eligible to receive a refund.
*Registrants who cannot attend a course are strongly encouraged to find a substitution.
Thank you!
Substitution Policy:
CPOA encourages you to make a substitution if a student cannot attend the course; substitutions will be accepted prior to the course in writing and on-site.
Public Safety Personnel and their spouses/guests
Presenters
Financial Planning
Ashley Ethridge
Frontline Finance & Insurances, LLC
Estate Planning
Julio C. De Leon, Esq.
The Law Office of Julio C. De Leon
