Learn about Your Estate Plan - From Experts
Developed over many years and with many audiences, "Estate Planning 101®" is presented in San Diego and Southwest Riverside with host, Marguerite Lorenz, California Licensed Professional Fiduciary.
It is the Estate Planning 101® mission to educate the public on the estate planning process. Many people know having an estate plan is important, but the process can be daunting, and too many have put off planning until it is too late.
You must register for class in order to attend, as seats are limited. (We promise no one is there to sell you.)
Our mission is to provide you with better questions to ask about your own estate plan; teach you how to work effectively with ethical professionals and to empower you to maintain your Quality of Life to the very end.
The "Estate Planning 101® Workshop Series" is presented in four sessions each made of two 1-1/2 hour classes, including written materials, ending with a question and answer time. Please plan to attend all of the sessions, as each presenter has been specifically selected to bring as much useful information to you as possible. Click here for information on the topics covered. To contact us with any questions, email us at email@example.com or call 888-701-1954.
Our sponsors are charities, so none of your personal information will be gathered by the presenters for sales use. Of course, you are welcome to contact the presenters with your specific questions and you may choose to hire them, but that is at your choice.
"In preparation for speaking at your upcoming Estate Planning 101 series, I watched the entire four-part workshop series. I found the series extremely thorough yet presented in a manner that was simple and easy to comprehend. Marguerite injected humor into the presentation which is not easy to do with a subject like estate planning. As an estate planning attorney I have attended literally hundreds of estate planning courses. The clarity of this course far exceeds any that I have ever attended."
~Jeffrey C. Nickerson
Estate Planning Attorney – Focus on Special Needs Trusts
2016 Class Dates / Locations
Salvation Army Citadel Corps
KPBS Shiley Studio
North County San Diego
Cal State San Marcos
All sessions start at
9:00 am and end by 12:30 pm.
Click Here to View Map of Locations
"The first time I heard this song I was driving to my Estate Planning 101 class in June 2015. I had that "soul-full" feeling of being the right place, at the right time. I hope it brings you good feelings, too!" - M