Retirement & Estate Planning Workshop

Preparing for Life's Transitions:

Estate Planning and Retirement Essentials Workshop

How certain are you that you've properly

planned for a successful future?

Join Financial Advisor David Daley and Estate Planning Attorney Andrea Shoup to learn how to have a successful retirement and leave behind a legacy your family can be proud of.

Register for this FREE, in-person workshop today by completing the form below:

In our FREE, in-person workshop you will discover:

How to Minimize Taxes

When is the Right Time for You to Take Social Security

Strategies for Building Retirement Savings

The Critical Estate Planning Documents You Need NOW

How to Save Your Hard-Earned Money by Avoiding Probate Court

The Top Estate Planning Mistakes to Avoid

... plus a special Q & A session with Attorney Andrea Shoup & Financial Advisor David Daley.

What: Preparing for Life's Transitions: Estate Planning and Retirement Essentials

When: Monday, June 12th, 6:00pm-7:30pm

Where: Corona Public Library, 650 S. Main St, Corona, CA 92882

Register Now

Meet The Presenters

Andrea K. Shoup

Estate Planning, Trust Administration, and Probate Attorney

Andrea K. Shoup is an experienced attorney dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. She founded Shoup Legal, a boutique law firm, on the idea that visiting an attorney’s office should be a pleasant experience, not an uncomfortable one.

Andrea enjoys getting to know each client, their concerns, and their wishes in order to tailor a plan to best serve their needs. She takes pride in providing excellent and individualized attention to each client, helping them understand every step of the process.

Andrea lives in Murrieta, California with her husband and their four children.

David M. Daley

Financial Advisor

David grew up in Southern California, where he still lives today with his wife and two children. Years working in the trades and in the metal industry taught him the value of hard work, and the value of working with great people. In 2020, his wife inspired him to follow his passion for financial planning. David knows that running a business is a full-time job and working with the right team increases the chances of success, helps to avoid pitfalls, and brings peace of mind. David’s mission is to better provide for his family by helping employers, employees, and families make effective financial decisions with confidence.