Seminars & Events

At Santiago Orchard Financial and Insurance Services we believe that education is key to helping our clients and community start on the path to financial success. In order to facilitate this we consistently offer workshops and seminars throughout Orange County. Jeff Gielau hosts these events and invites professionals from many different fields to speak on topics such as Estate Planning, Life Insurance, and Social Security. Please feel free to join us at any of these events.

Estate Planning & Market Outlook

Please RSVP by June 14th if you would like to be our guest for a complimentary dinner and workshop.
 
Now is a great time to review how far the markets have come and talk about what might lay ahead.

Discussion Topics and Presenters include:

  • Creating additional retirement income
  • The advantages and disadvantages of Wills and Living Trusts
  • Why everyone needs an estate plan if they own a home and have assets
  • How powers of attorney work and what you need to know to protect you and your family.
  • Creating a retirement strategy

Date and Time

Tuesday, June 21, 2022
Tuesday, September 13, 2022
with Larry Copenbarger & Jeff Gielau
6:00p – 8:00p PST

Location

Clubhouse at Anaheim Hills Golf Course
6501 Ranch Rd.
Anaheim Hills, CA 92807

RSVP

Please call us at 714-998-5433 or fill out the form below and let us know how many will be attending.