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.
Watch the live recording here.
March 19 | 4:00-6:00 pm
Tax Strategies for Estate Planning & Charitable Giving
Charlie Haynor and Reid Miles of United Capital Wealth Management will review the impact of the upcoming sunset of the Tax Cuts and Jobs Act (TCJA). Through this seminar, you will learn specific strategies to maximize the value of your Estate and Charitable giving.
Watch the live recording here.
April 16 | 4:00-6:00 pm
Social Security and Financial Planning for Your Best Retirement
CERTIFIED FINANCIAL PLANNERS® Matt Taddei and Meghan Hyland of San Rafael’s WestHill Financial Advisors® will address some of the rumors and misinformation surrounding Social Security and discuss strategies to help you understand and maximize your benefits, and answer your questions.
Access the PowerPoint presentation here and the workshop handout here.
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
This double header features Carolyn Tucker of HomeWell Care Services who will lead a practical discussion on planning ahead for in-home care, emphasizing safety, independence, and quality of life. Learn the benefits of using a licensed home care agency, the risks of hiring privately, and how early planning can ease transitions as care needs evolve. Up next is RelyOnB founder, Barb Lyon, who will outline the practical steps to take to ensure your financial documents and key personal information is organized and accessible so that your wishes are honored and your well-being is protected.
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.
