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Free 1-Hour Workshop

Retirement and Estate Planning Workshops

A Simple Plan to Protect What Matters Most

With Rick Miller & Patty Alba

What You'll Learn

Understand the difference between a Will and a Living Trust

Learn how to avoid probate & costly mistakes

Protect your family from unnecessary taxes, delays & legal issues

Create a plan that protects your assets and your wishes

Get clear, practical next steps in just one hour

Adult children are encouraged to attend

Your Presenters

Rick Miller and Patty Alba

Rick Miller & Patty Alba

Sessions

Sessions

How to Register

Call (855) 998-3888 and press #2

24 hours / 7 days

Or RSVP online on the session's page.

 

Questions? Call our Arcadia office at (626) 294-0414, Monday to Friday, 8:00am–4:30pm.

CSI does not offer or sell insurance Products. CSI provides general information. Signature Solutions Insurance offers products in the state of California. Both Companies are owned by Rick Miller.

IMPORTANT CONSUMER INFORMATION.

Disclosure:

Insurance products and services are offered through Signature Solutions Financial and Insurance Services and individually licensed agents.
CA Life License #0665327

Signature Solutions Financial and Insurance Services and CSI Wealth Management are separate entities.

Investment Advisory Services are offered through CSI Wealth Management, a State of California Registered Investment Adviser. CRD# 328963

Information on this website is for informational purposes only and not intended as investment, tax, or legal advice. Investments involve risk and are not guaranteed. Past performance does not guarantee future results.

A copy of CSI Wealth Management’s current disclosure statement (Form ADV Part 2A/2B) is available at www.adviserinfo.sec.gov​

© Copyright CSI 2026  |  Plan, Retire, Enjoy |  Any references to 'security,' 'guarantee,' or the like refer only to insurance products and are backed by the claims-paying ability of the insurer.
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