Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP’s will be provided for in-person attendees only. During...
An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...
Please join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA’s will be provide for in-person attendees...
On Wednesday September 18th, 2019 from 8:30am to 3:00pm, McDowall Cotter will be hosting Part 1 of our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This seminar will take place at McDowall Cotter APC San Mateo office...
Join us on Wednesday, September 4th, 2019 from 12pm to 1:15pm for a Planning for a Loved One with Special Needs seminar at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. McDowall Cotter will be offering 1.25 CE credits for CPA’s and 1.5 CE...
