Upcoming Estate Planning Workshops
January 15 | 4 pm to 6 pm
Reverse Mortgages & Taxes: Getting the Most From Both in 2025
MaryAnne 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.
To register, click the link below and fill out the information or call (415) 456-9062 x4800.
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.
To register, click the link below and fill out the information or call (415) 456-9062 x4800.
March 19 | 4:00-6:00 pm
Leveraging Philanthropy to Leave a Lasting Legacy
With Charlie Haynor
More details coming soon!
April 16 | 4:00-6:00 pm
Leveraging Philanthropy to Leave a Lasting Legacy
With Matt Taddei and Meghan Hyland
More details coming soon!
May 21 | 4:00-6:00 pm
Leveraging Philanthropy to Leave a Lasting Legacy
With Barb Lyon and Carolyn Tucker
More details coming soon!
June 18 | 4:00-6:00 pm
Leveraging Philanthropy to Leave a Lasting Legacy
With Kerry Spence
More details coming soon!
