Smart Moves After Tax Season: Protecting and Growing What You Have
Date and Time
Thursday Apr 23, 2026
9:00 AM - 10:00 AM PDT
Thursday, April 23rd from 9am-10am
Location
Claremont Chamber of Commerce
205 Yale Ave Claremont, CA 91711
Fees/Admission
Free and you are encouraged to bring a guest.
Contact Information
Dominic Valdez
Send Email
Description
Thursday, April 23rd from 9am-10am @ 205 Yale Ave, Claremont
Join us at the Claremont Chamber of Commerce for a free, informative seminar on:
Estate planning essentials
Wills vs. trusts
Retirement and long-term planning
Q&A session to get your questions answered
Dom & Sati are long-time residents of Claremont. We love serving our community and this seminar is our way of serving our fellow Claremont neighbors.
Dominic Valdez, Financial Advisor | Edward Jones
Live Oak Estate Planning | Wills, Trusts & Probate
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