Upcoming Estate Planning Workshops
Workshops are held in person at the Vivalon Healthy Aging Campus, 999 Third Street, San Rafael. When possible, workshops will be recorded and links will be sent to registrants.
January 15 | 4 pm to 6 pm
Reverse Mortgages & Taxes: Getting the Most From Both in 2025
Mary Anne Daly a mortgage specialist will discuss myths, pros and cons of Reverse Mortgages, and how to know if one is right for you. Ron Moss, CPA, will discuss the tax implications and will review the tax changes for 2025 and IRA to Roth Conversions.
Watch the live recording here.
February 19 | 4 pm to 6 pm
Leveraging Philanthropy to Leave a Lasting Legacy
Discover the power of leaving a lasting impact for generations to come! Join philanthropic experts Andrea Henderson and Carmen Cruces from Marin Community Foundation for an inspiring workshop on how to plan, preserve, and share your legacy. Through this informative workshop you will learn ways to ensure your values and contributions endure for generations.
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
March 19 | 4:00-6:00 pm
Reducing Tax Burdens for Your Heirs
With Charlie Haynor of United Capital Financial Advisors
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
April 16 | 4:00-6:00 pm
Social Security and Financial Planning for Your Best Retirement
With Matt Taddei & Meghan Hyland of WestHill Financial Advisors
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
May 21 | 4:00-6:00 pm
Taking Care of Business Before You Can’t
With Barb Lyon of RelyOnB and Carolyn Tucker of HomeWell Care Services
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
June 18 | 4:00-6:00 pm
Estate Planning – How to Deal with Inherited Retirement Accounts & the Impacts of Prop 19
With Kerry Spence, Kerry Spence Estate Plans, Inc., and Boriss Bikosvili, CRPC®, Merrill Lynch
More details coming soon!
Location: 999 Third Street, San Rafael, 2nd Floor
Parking options can be found here.
To register, click the link below and fill out the information or call (415) 456-9062.
