Estate and Retirement Planning Summit 2018 | Marie Sturgell Real Estate Consultant | 12 May 2018 | Impact Hub Oakland, 2323 Broadway, Oakland, CA 94612, USA

OUR MISSION
The mission of the Summit is to create a resource for retirement age individuals and seniors to explore estate planning, financial planning, health, life, and retirement planning options. The Estate and Retirement Planning Summit will bring together professionals to assist in educating and providing options to ensure proper estate planning and financial security, creating the right business entity for wealth accumulation and property acquisition to create generational wealth.

OBJECTIVE
The objective of the event is to get individuals and families excited about planning for retirement and getting older. Individuals will be moved touched and inspired through the use of skits, video clips and song. Individuals and families will also have the opportunity to speak with experts regarding what steps to take to begin the process of estate planning- to avoid the costly expenses of probate, conservatorship proceedings and family fighting through litigation; Wealth Accumulation- to begin creating legacies; real estate accumulation and preservation- to understand how to finance and purchase real estate; and Medi-Cal and incapacity planning; how to preserve the family wealth if there are medical expenses due to aging.

2018 Speakers

Verleana D. Green, Esq., Llm
Vdg Law

Steven Wilkinson
Wilkinson Wealth Management

Endy Ukoha-ajike, Esq.
Ukoha-ajike Law Group

Marie Sturgell

Verleana Green
Master Of Ceremonies

Hon. Marshall Whitley (Ret.)
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2018 Sponsors

• Law Offices of Verleana D. Green
• Steven Wilkinson
• Ukoha-Ajike Law Group
• Marie Sturgell