You own your business, but may have a lot of additional responsibilities: children to raise, parents to care for and a home to maintain.  Many of you work to keep your personal life separate from your business life, but have you thought about the benefits of running your life like you run your business? You have legal requirements to fulfill for running your business…do you know the requirements of running your “life” business?

In this seminar, you’ll gain basic knowledge on the following topics and more:

• Why having an estate plan is so important
• Working with an attorney effectively to put together a plan that’s right for you
• If you already have a trust, how to maintain it
• Children or no children, why you should be the first beneficiary of your trust
• When to “Invoke” your plan

About the Presenter: Marguerite C. Lorenz, CTFA, CLPF is a Licensed Professional Fiduciary responsible for more than 30 trusts and estates. Lorenz Fiduciary Services has been in business since 1975.  Marguerite was a 2009 nominee for a NAWBO BRAVO! Award.  She’s the host for the “It’s Your Estate” Program in San Diego County, sponsored by the American Heart Association, Casa Foundation and the USS Midway.  Learn more about Marguerite and her business at www.MyTrustee.net.

This event is FREE to NAWBO members and $25 for non-members. Pre-registration is required and seating is limited.

Box lunches will be provided. Please bring your own beverage.