Client Events

Do you have questions about Trusts, Estate Planning, Probate?

Join us at our Lake Forest Haussmann Financial office for an Estate Planning Workshop presented by Neil Cacali, Esq.

Call (800) 773-8700 for event times and to reserve your seat.

Thursday, August 20, 2026

Wednesday, September 30, 2026

Wednesday, November 4, 2026

Learn more

We are proud to sponsor On-Site Shredding Events

LAKE FOREST Office

23201 Lake Center Drive, Lake Forest, CA 92630

Tuesday, October 27, 2026, 8 am to 11 am

This is a drive-through event located in the parking lot of our office building. No need for a reservation.

If you have any questions, please call 800-773-8700.
Individuals should shred their personal and confidential information so that they can protect themselves against identity theft and fraud. Shredding occurs immediatley.