2010 Essential End of the Year Planninig Tips

This class will explore critical year end moves that must be considered in the areas of estate planning, family communication, investment changes and tax realization. Learn how to keep your documents current, strategies you’ll want to implement to potentially reduce taxes, as well as strategies to possibly avoid the death and inheritance taxes.   Brendan Van Cleve has been a past guest host on the Asset Planning Solutions Radio Show and The Alpha Hour Radio program heard in Southern California and Chicago regions.

Where: Oasis San Diego, San Carlos Library, 7265 Jackson Dr., San Diego CA 92119

When: Friday, September 17th

Time: 11:30 – 12:45 PM

Fee: $3.00

To register for classes:

• Online: go to www.oasisnet.org/Cities/SanDiegoCA.aspx

• Call: (619) 574-0674

*You must be 50 years or older to attend Oasis Classes.