CHECK OUT OUR July 2018 NEWSLETTER
Our newsletter is now available for your reading/learning pleasure! This month’s topics include: Protect Your Heirs by Naming a Trust as IRA Beneficiary; Shopping for a New or Used Car; and more.
Click on the link to enjoy: July 2018 Newsletter.
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BBQ Shred-It Event: Sunday, Sept 16, 2018
Our Shred-It Event will be held on Sunday, Sept 16, 2018 from 12:00 PM to 4:00 PM in front of our San Leandro Office. We look forward to seeing you and your family there.