Financial And Estate Literacy Inc
Mission Viejo, CA · Orange County · Human Services Browse organizations in Human Services
Dedicated to providing unbiased, tax-wise financial and estate planning education so people can maintain control over their assets and secure their financial future.
Runs a workshop series (Educate) covering financial and estate planning; a 'Connect' program promoting an 'Ask First' vetting form for engaging financial/legal professionals; and 'Tax-Wise Giving' resources encouraging charitable giving as part of financial planning. Hosts seasonal (e.g., Spring) workshop schedules and webinars.
Contact & location
- Website:
- https://itsyourmoneyandestate.org
- Address:
- 26440 La Alameda Ste 250, Mission Viejo, CA, 92691
Services offered
Demographics served
Languages
Upcoming events
No upcoming events listed.
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