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Enjoy complimentary
wine & appetizers!
THURSDAY, AUGUST 20 • 5:00PM
ENZO’S BBQ ALE HOUSE • OCEANSIDE
Enjoy complimentary wine & appetizers!
PLANNING YOUR
Next Chapter
A Complimentary Workshop for Homeowners
Preparing for Retirement
Protect Your Home
•
Your Family
•
Your Legacy
Presented by
Colleen Robinson
Estate Planning Attorney
Hosted by
Elizabeth Gil
Realtor®
Presented by
Colleen Robinson
Estate Planning Attorney
Hosted by
Elizabeth Gil
Realtor®
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
Plan Your Next Move With Confidence
Thinking about downsizing? Learn how your home, estate plan and future goals should work together before you make your next move.
Workshop Details
When & Where:
Date: Thursday, August 20th
Time: 5:00 PM
Location: Enzo’s BBQ Ale House, 4141 Oceanside Blvd, Oceanside, CA 92056
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.
Planning Your Next Chapter: How estate planning and future housing decisions can work together.
PLUS, enjoy complimentary wine & appetizers at Enzo's BBQ Ale House!
What Families Are Saying 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 The Hosts
Colleen Robinson,
Estate Planning Attorney
Colleen helps California families understand complex estate-planning decisions and prepare for the challenges that can arise during retirement. Her goal is to make topics like probate, trusts and long-term-care planning practical and easy to understand.”
Elizabeth Gil,
Realtor®
Elizabeth helps San Diego County homeowners navigate major real-estate transitions with confidence. She’ll be on hand to answer questions for homeowners considering downsizing or preparing for a future move.