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.
Wednesday, November 4, 2026 at Lake Forest office at 1 pm PST
October is Cybersecurity Month
Join LPL Financial for an Investor Webinar
Thursday, October 29, 2026 10 am to 11 am
You will receive a link for the webinar after you register.
We are proud to sponsor On-Site Shredding Events
Tuesday, October 27, 2026, 8 am to 11 am
LAKE FOREST Office
23201 Lake Center Drive, Lake Forest, CA 92630
If you have any questions, please call 800-773-8700.
This is a drive-through event located in the parking lot of our office building. No need for a reservation. Shredding occurs immediatley.
Individuals should shred their personal and confidential information so that they can protect themselves against identity theft and fraud.