Events

At ULTRA Estate Planning, we understand the importance of protecting your estate and firmly believe the tools and expertise we provide should be accessible to all. 

Our presentations are designed to educate you and your spouse on all things estate and retirement planning to better protect you and your family. From cutting edge industry insights and best practices, we are committed to keeping you informed and empowered with knowledge.

Don't miss the opportunity to take control of your future and retire worry-free.


There are no scheduled seminars at this time. Contact your Union Representative to inquire about future events!


Contact Us

501 N. El Camino Real, Suite 200
San Clemente, CA 92672

Our Team 

We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.