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February 2015

Jen Julius Interview

February 5, 2015 @ 8:30 am - 9:30 am

Lorilee will be interviewed by life coach Jen Julius from 8:30 – 9:30 a.m. on KOWS 107.3 FM. She will be discussing what estate planning is, why it is important, and who should be doing it! For more information about Jen Julius, please visit her website at jenjulius.com.

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United Airlines Retiree Group Guest Speaker

February 12, 2015

Lorilee will be the guest speaker at the United Airlines Retiree Group discussing one of her favorite topics – estate planning!

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March 2015

Why Estate Planning is Important: Seminar

March 3, 2015 @ 6:00 pm - 7:30 pm

Lorilee, Michael T. Wilson, CFP, and Erin Roche of Roche Accounting Inc. will host a free seminar addressing why estate planning is important, what happens if proper planning is not done, who should do estate planning, and changes in the economy that people need to be aware of. The seminar will be from 6-7:30 p.m. at Lorilee’s office located at 3333 Mendocino Avenue, Suite 202, Santa Rosa, CA. To attend, please call 707.542.2889.  For more information about Michael, please visit…

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April 2015

Estate Planning Seminar

April 7, 2015 @ 6:00 pm - 7:30 pm

Lorilee DeSantis and Michael T. Wilson, CFP, will host a free seminar addressing why estate planning is important, what happens if proper planning is not done, and who should do estate planning. The seminar will be from 6-7:30 p.m. at Lorilee’s office located at 3333 Mendocino Avenue, Suite 202, Santa Rosa, CA. To attend, please call 707.542.2889. For more information about Michael, please visit his website at www.michaeltwilsoncfp.net.

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May 2016

20/30 Club Guest Speaker

May 11, 2016 @ 6:00 pm - 7:00 pm
The Villa, 3901 Montgomery Dr
Santa Rosa, CA 95405 United States
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Wednesday, May 11, 2016 @ 6:00 pm at The Villa in Santa Rosa, CA Lorilee will be the guest speaker at the 20/30 Club discussing one of her favorite topics – estate planning!

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Estate Planning 101 – Learn How Estate Planning Protects Families and Assets

May 18, 2016 @ 6:00 pm - 7:00 pm
Office of Lorilee DeSantis, 3333 Mendocino Avenue, Suite 202
Santa Rosa, CA 95403 United States
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Wednesday, May 18, 2016 @ 6:00 am - 7:00 pm Lorilee and Realtor Sue Bonzell of Terra Firma Global Partners will host a free workshop addressing why estate planning is important, what can happen to kids and assets if proper planning is not done, and who benefits the most from estate planning. The workshop will be from 6:00 pm - 7:00 pm at Lorilee’s office located at 3333 Mendocino Avenue, Suite 202, Santa Rosa, CA. To attend, please call 707.542.2889…

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June 2016

Client Appreciation and Networking Mixer

June 15, 2016 @ 5:00 pm - 7:00 pm
La Rosa, 500 4th St
Santa Rosa, CA 95401 United States
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Wednesday, June 15, 2016 @ 5:00 pm – 7:00 pm at La Rosa in Santa Rosa, CA Lorilee, Realtor Sue Bonzell and credit specialist Erik Lacy are hosting a party for their clients who also like to network. This is going to be a fun – and productive – event for those who like to combine business with pleasure!

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October 2016

Rohnert Park Chamber of Commerce – Women In Business Guest Speaker

October 11, 2016 @ 11:30 am - 12:30 pm
Mary’s Pizza, 101 Golf Course Dr
Rohnert Park, CA 94928 United States
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Tuesday, October 11, 2016 @ 11:30 am at Mary’s Pizza in Rohnert Park, CA Lorilee will be the guest speaker at the Women In Business section of the Rohnert Park Chamber of Commerce discussing one of her favorite topics – estate planning!

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