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WEDNESDAY, SEPTEMBER 2 • 5:00PM
TOTAL WINE • SAN MARCOS
You're Invited To
Pour & Plan
San Marcos
Learn the Three Estate Planning Mistakes
that could Cost your Kids $50,000+
— And How to Avoid Them —
+ Enjoy complimentary wine tasting!
Presented by
Colleen Robinson
Estate Planning Attorney
Reserve Your
Complimentary
Seat.
Complimentary
Seat.
Join us for an evening of valuable information, great conversation, and complimentary wine and appetizers.
Reserve Your
Complimentary
Seat.
Complimentary
Seat.
Join us for an evening of valuable information, great conversation, and complimentary wine and appetizers.
Why Attend?
Get practical answers to questions that matter as you plan your next chapter.
1
Avoid Costly
Probate Mistakes
Think having a will means your family will avoid probate? Learn why that isn't necessarily true and what you can do instead.
2
Protect What
You've Built
Retirement planning isn't only about saving. Learn how long-term care, incapacity and poor planning can put the assets you've spent a lifetime building at risk.
3
Leave a Legacy,
Not a Burden
Learn how to leave your children a legacy without also leaving them unnecessary financial burdens, legal complications, and stress.
Workshop Details
When & Where:
Date: Wednesday, September 2nd
Time: 5:00 PM
Location: Total Wine, 561 Grand Ave, San Marcos, CA 92078
What We'll Cover:
Avoiding Probate: Why having a will doesn’t necessarily keep your family out of court.
Understanding Trusts: The important differences between revocable and irrevocable trusts.
Protecting Your Retirement: How long-term care and poor planning can threaten what you’ve built.
Securing Your Family’s Future: How to leave your children a legacy without also leaving them unnecessary financial burdens, legal complications, and stress.
PLUS, enjoy a complimentary Fine Wine Tasting experience!
What People Say About Colleen:
Pamela F. ⭐⭐⭐⭐⭐
"Colleen is amazing..."
"...She and her team are extremely kind, responsive and personable. We especially loved doing the Legacy Video and the safety cards for the kids. They think of everything and not only guide you when completing the process on your end, but send reminders and offer help to keep you on track. Thank you ladies!"
April N. ⭐⭐⭐⭐⭐
"I highly recommend Colleen for your Estate Planning..."
"...She helped us understand the need of having a trust. Very detailed. Colleen shows the passion and caring of families, protecting their investments but most importantly our family. What I appreciate is that she used real life examples. Very detailed. Highly recommend."
Corinna P. ⭐⭐⭐⭐⭐
"We put this off for so long and stressed about it..."
"...Finally we put together our trust and Colleen made everything so easy, understandable and stress free!!! What a down to earth, kind, and professional human she is. We are and will continue to recommend her to everyone! We were blessed to cross paths with her!"
Jason W. ⭐⭐⭐⭐⭐
"Colleen helped us through the whole process of estate planning..."
"...It was easier than I had originally thought, wish I had done it years ago. Would highly recommend."
Meet Colleen Robinson
Colleen Robinson,
Estate Planning Attorney
Hi! I’m Colleen, an Attorney and Estate Planner right here in Southern California.
For over 13 years, I appeared in courtrooms representing and assisting families through divorces, custody, spousal and child support, domestic violence issues, and property division.
Once I started a family, I decided to step away from the courtroom to focus on my favorite aspect of being a lawyer- building relationships with my clients! I now work alongside people just like you to help take the fear out of planning for the future by helping them sort out and plan for their goals.
So whether you’re planning for retirement or creating a safety plan for you kids (trust me, I understand how important our kids are to us!), I’m here to help you find out the things you don’t know you need to know, so that you can create a plan that gives you peace of mind. I look forward to meeting you!