Hindsight is 20/20: Proactive Estate Planning

Hi Everyone! This Friday, I will be speaking about how to protect your loved ones by avoiding common estate planning traps. Don’t miss my presentation, “Hindsight is 20/20: Proactive Estate Planning.” The presentation is at 10:30 am via Zoom. I’m a member of The Gather Community - a collection of women entrepreneurs who have been supporting and encouraging each other and helping each other expand our business activities during this crazy time.

Get cozy and join us on Friday, December 18th starting at 9am PST, as a dozen accomplished women bring their soulful spirits, their super tips, and their inspiring messages directly to you for an interactive online experience that is sure to uplift your day and fill your cup.

Don’t miss The Gather Creator Sessions!

December 18th from 9am to 3pm PST

Click here to register: https://www.gatherinsantacruz.com/sessions

Posted on December 16, 2020 by Shelli Strahle.

Effective Transitions: Retirement & Estate Planning Done Right

Please join us this Wednesday, January 20th for a free workshop on wills, trusts, and retirement planning. Learn how to protect your future and your loved ones while enjoying complimentary wine and appetizers. The event is at Raymond James Financial Services, 2121 41st Avenue, Suite 206 in Capitola at 5:30 pm.

 Please RSVP:  Shelli@SantaCruzEstatePlanning.com

Posted on January 19, 2016 by Shelli Strahle.

FREE RETIREMENT & ESTATE PLANNING WORKSHOP

Tonight, please join us for a free workshop at David Lyng Real Estate in Capitola. The workshop, Effective Transitions: Retirement and Estate Planning Done Right, will provide complimentary wine and appetizers in addition to useful information. Take charge of your future.

Wednesday, September 30, 2015  5:30-7:30 pm

 

Posted on September 30, 2015 by Shelli Strahle.

Santa Cruz Trust Attorney, Shelli Strahle, is Hosting a Free Estate Planning Seminar

If you are interested in learning about wills and trusts, come join Santa Cruz Trust Attorney, Shelli Strahle, at the Downtown Santa Cruz Public Library. Ms. Strahle, founder of Strahle Legacy Planning Law Offices, will be giving a free informational seminar regarding the importance of having a will or trust in place. The Seminar is this Saturday, July 11, 2014 at 11am. The library address is: 224 Church Street, Santa Cruz. Complimentary Peet's coffee will be provided to attendees.

Posted on July 11, 2014 by Shelli Strahle.

FREE ESTATE PLANNING SEMINAR ON WILLS & TRUSTS

FREE ESTATE PLANNING SEMINAR: On Thursday, May 29, 2014, I will be giving a free seminar on wills and trusts. The seminar "Getting Your Ducks In A Row: An introduction to estate planning and the importance of having a will or trust" will be at Santa Cruz Public Library, Downtown, 224 Church Street, Santa Cruz at noon. For more information, call: (831) 621-2165. This event is open to the public.

Posted on May 23, 2014 by Shelli Strahle.