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You’re invited to free workshops on Social Security, Medicare and estate-planning strategy.
Visit event page to reserve your spot
Workshop #2 – Planning Your Future: Estate-Planning Strategy Essentials Workshop | December 4, 2025
Registration opens at 5:30 pm
Presentation begins at 6:00 pm
Free Visitor Parking / $5 Valet Parking Available
Reserve your spot by November 27, 2025
Concerned about your estate and maximizing your impact? This workshop explores how having an estate strategy can make things easier for your family. You will learn what documents you need to ensure your wishes are fully known and implemented.
Key Topics:
- Assets
- Beneficiaries
- Wills, trusts and other tools
- Your choices
Event will be facilitated by Ben Hale, CLF, CLTC, FIC, financial consultant with Thrivent Financial Group (CA Insurance ID 0D41930).
Workshop #1 – Planning Your Future: Social Security Basics and Medicare Q&A | June 12, 2025
Reserve your spot by June 9, 2025
Venue:
Adventist Health Simi Valley – Main Café Conference Room
Address:2975 Sycamore Dr.
Simi Valley, CA 93065
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