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  • Speaker: Raymond McFalone

Speaker: Raymond McFalone

  • March 25, 2025
  • 3:00 PM
  • Fireside Room at Gateway
  • 64

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  • Rossmoor Residents Welcome
  • Active Members Only

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Ray McFaloneThe Financial Forum welcomes Attorney Raymond B. McFalone, specializing in Estate Planning and Revocable Living Trusts, to the Fireside Room at Gateway Clubhouse on Tuesday, March 25th at 3 PM. Learn about the different types of revocable living trusts.  A trust can be expensive and complicated or simple and economical to administer, depending on which type you choose.

Mr. McFalone has practiced estate planning law in Walnut Creek since 1982. His revocable living trust classes, through the Acalanes Adult Education program, are typically filled to capacity. He also teaches for the Mt. Diablo Adult Education programs in Pleasant Hill and at the Concord Senior Center. He has appeared on television and has been quoted in national magazines as a recognized authority on estate planning.

The Financial Forum is a 501(C)3 whose mission is to educate our members on all financial matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net

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