Estate Planning
Estate Planning: “Legacy of Love – It’s about who you love”
📅 Saturday, April 19, 2025
🕙 10:00 AM (PST)
📍 6700 Koll Center Pkwy, Suite #160-P, Pleasanton, CA 94566
🎟️ Free Public Service Event Zoom or in person Seminar – RSVP by April 17!
About the Event
Estate planning isn’t about how much you have—it’s about who you love and what you want to pass on!
Join us for this informative and empowering seminar where you’ll learn how to:
✔️ Avoid unnecessary taxes and probate delays
✔️ Protect your assets and loved ones
✔️ Create a lasting legacy that supports future generations
✔️ Navigate today’s complex financial and legal environment with confidence
This event is perfect for:
Families and individuals of all income levels
Business owners
Pre-retirees and retirees
Anyone interested in securing their future and legacy
Meet Your Speaker
Harold “Trey” Fairman, III, J.D., LL.M.
Director, Advanced Markets – Transamerica
Trey brings over 30 years of experience in financial services, with a background in finance, law, and taxation. His educational and professional expertise will provide you with clear, actionable strategies you can apply to your own estate planning journey.
✅ Limited seats available – register today and bring a friend or family member who could benefit!
🧾 Don't leave your legacy to chance—start planning it today.