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February 2015
Jen Julius Interview
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.
Find out more »United Airlines Retiree Group Guest Speaker
Lorilee will be the guest speaker at the United Airlines Retiree Group discussing one of her favorite topics – estate planning!
Find out more »March 2015
Why Estate Planning is Important: Seminar
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…
Find out more »April 2015
Estate Planning Seminar
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.
Find out more »May 2016
20/30 Club Guest Speaker
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!
Find out more »Estate Planning 101 – Learn How Estate Planning Protects Families and Assets
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…
Find out more »June 2016
Client Appreciation and Networking Mixer
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!
Find out more »October 2016
Rohnert Park Chamber of Commerce – Women In Business Guest Speaker
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!
Find out more »