Seminars & Events
At Santiago Orchard Financial and Insurance Services we believe that education is key to helping our clients and community start on the path to financial success. In order to facilitate this we consistently offer workshops and seminars throughout Orange County. Jeff Gielau hosts these events and invites professionals from many different fields to speak on topics such as Estate Planning, Life Insurance, and Social Security. Please feel free to join us at any of these events.
On Thursday September 14th, you are invited to a dinner event at the Orange County Mining Company. A few speakers will touch base on topics that many clients have brought up in meetings. There will be drawings for prizes and you’ll also have the chance to get a sunset photo. This is a perfect opportunity to bring a friend, so please feel free to bring a guest with you as well.
The representatives will include:
- Attorney Larry Copenbarger discussing wills and trusts and how to avoid probate.
- A Regional Director from Lincoln Financial speaking on ways of having a comfortable income in retirement.
- A Regional VP from American Family of Funds will be discussing market trends.
Space will be limited, so please RSVP with number attending no later than September 8th.
Thank you so much for being a client and we hope to see you there!
Date and Time:
Thursday September 14th, 2023
6:00-6:30 Check-In and Social
6:30-7:30 Dinner and Speakers
7:30-8:00 Dessert and Drawings
Orange County Mining Company
10000 Crawford Canyon Rd.
Orange, CA 92705