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META law, inc. Muegenburg Estate & Trust Attorneys
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Because every life needs a good plan.
Because every life needs a good plan.

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One goal we all share is to stay independent and in our “own homes” as long as possible. Statistics show that most of us will eventually require some type of assistance. Yet few of us have a concrete plan for this eventuality.

As with any stage of life – going to college, buying your first home, sending your children to college – good planning is key. 

In this seminar, our guest speakers will help us identify and explore the key components of a good plan for living independently: what you can expect, how much it may cost, and strategies for meeting these expenses.

• Marilyn Berman is an Elder Care consultant for LivHOME, one of the largest providers of professionally led at-home care for seniors in the nation. Marilyn works with seniors and their families to identify the types of assistance they need to enable them to remain in their homes for as long as possible.

• Mark Winter is founder of EBA Financial & Insurance Services. He regularly helps clients and their professional advisors plan for a secure future using a variety of tools including life, disability, long term care and health insurance, as well as a wide array of investment products.

This seminar, held at our office, is provided free of charge to our clients and friends.

When:
October 24, 2013
1:00 – 2:30 p.m.

Location:
META law, inc.
1893 Knoll Drive
Ventura, CA 93003

Reservations:
To make a reservation please call 805-856-3400 or register online go to: http://www.metalawinc.com/Page/events
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Ted Talks About Heckerling - January 31st, 2013   5:00 pm - 7:00 pm

This week Ted is attending the Heckerling Institute on Estate Planning, the nation's leading conference for estate planners. 

Every time he attends, Ted comes back energized and excited about his work, with new ideas and insights on how to best help our clients plan for the future. This year, we expect it to be particularly interesting as we discuss the ins and outs of the year-end tax law, and how that will affect the work we do.

Ted would like to share what he learns with you. He'll be hosting an informal workshop and round-table discussion at the META law office on Thursday, January 31st at 5:00 p.m. 

Register for this event at our website: http://www.metalawinc.com/event.php 

META law
1893 Knoll Drive
Ventura, California
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