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February 2011

Carol Schaner Speaks on Estate Planning to Orange County Engineering Firm

Carol P. Schaner made a presentation on January 26, 2011 entitled Estate Planning aka Why Planning Makes Sense Irrespective of the Value of Your Estate, 401k Plan or Checking Account to the software engineers and employees of a prominent software engineering firm in Southern California.  The principal shareholder of the firm is a client of Gordon & Rees, and together with his fellow shareholders encourages their employees to have all of their planning in place, particularly since the firm is contemplating a strategic transaction in the next 24 months. 

Carol P. Schaner



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