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All Events The Alliance Oregon Presents: Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS
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The Alliance Oregon Presents: Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS

August 6 @ 11:30 am - 1:00 pm PDT
Liberty Centre, Lower Level Conference Room Free

Unlock the secrets to smart property ownership and asset protection, with attorney Jim McVittie’s expert guidance! This class will empower you with the knowledge you need to assist your LGBTQ+ clients in making informed decisions about property ownership and
estate planning.

Discover the various ways to take title in Oregon, ensuring that your clients’ long-term goals are met with precision and care. Learn the essentials of estate planning to safeguard assets,
from Power of Attorney (POA) arrangements to comprehensive strategies for property, financial accounts, and health directives.

Equip yourself with the expertise needed to become a trusted advisor, providing exceptional service to your LGBTQ+ clientele.

Lunch provided by Chicago Title, 11:30 lunch, 12:00-1:00 Class

1 CE Credit for Oregon Real Estate Agents

Date:
August 6
Time:
11:30 am - 1:00 pm
Cost:
Free
Liberty Centre, Lower Level Conference Room
650 NE Holladay St
Portland, OR 97232 United States

Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS

6 Going
RSVP Here

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Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS

6 Going
RSVP Here

Organized By

Featured Speakers

Jim McVittie

Sponsored By

Chicago Title

Chicago Title

Torenly Insurance Advisors

Torenly Insurance Advisors

The Alliance Oregon Presents: Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS

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Vesting + Estate Planning FOR AGENTS SERVING LGBTQ+ CLIENTS

6 Going
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