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.
Estate & Tax Planning 101
Wednesday | April 22 | 4:00-6:00 pm
Planning for the future doesn’t have to feel overwhelming. Join us for an informative workshop designed to help you understand the essentials of estate planning and tax strategy, so you can make thoughtful decisions that protect you and your loved ones.
This free workshop will cover:
- Why having a plan in place is essential
- What key documents everyone should have
- Will & Trust Fundamentals
- The One Big Beautiful Bill (OBBA)
- Required Minimum Distributions (RMDs)
- How Social Security benefits may be taxed
- Ways Donor Advised Funds (DAFs) can support your charitable giving goals
To register, click here.
Featured Presenters
- Shelley Clark, Attorney – VGK Law (San Rafael)
- Frank Mario Castellon, CPA, CGMA, MST
Life Transitions:
Navigating Major Life Changes Through
Strategic Financial Planning
Wednesday | May 20 | 4:00-6:00 pm
Join us for an insightful session exploring three of life’s most challenging transitions—divorce, retirement, and death —and learn how thoughtful financial planning can provide clarity during uncertain times.
Attendees will gain practical guidance to help them make informed, long-term decisions, avoid common pitfalls, and feel more confident as they navigate emotionally complex moments. We’ll share real-world strategies, highlight key considerations, and demonstrate how proactive planning can create stability when life feels unpredictable.
To register, click here.
Meghan Hyland joined WestHill in 2015—two weeks after graduating from Dominican University in San Rafael. Meghan is the Director of Financial Planning at WestHill and provides comprehensive financial planning for the firm’s clients. She is a Certified Financial Planner, and in 2023 Meghan earned her MBA from Pepperdine University.
Matt Taddei co-founded WestHill 36 years ago and serves the firm as President and CEO. A Certified Financial Planner, in 2023 Matt received his PhD in Financial & Retirement Planning from The American College. On May 15, Matt will be leading a thinking and writing workshop here at Vivalon on the topic of Thriving in Retirement.
Thank You to Our Sponsor
Past Workshops
March 26, 2026
From Will to Wisdom: Make the Right Estate Plan & Choose the Right Person to Carry It Out
Did you know that without a will (and trust if you need one), your estate can get tied up in probate court for up to two years and cost your heirs thousands of dollars?
Learn how an up-to-date will can
- Protect your loved ones
- Ensure your assets support the people, pets, and organizations you care about
- Build a lasting legacy for generations to come
Watch the recording here.
January 28, 2026
Reverse Mortgages & Taxes: Getting the Most From Both in 2026
Reverse Mortgages can offer financial solutions and turn your home equity into financial freedom. The workshop discussed how reverse mortgages work and the myths – also discussed were tax changes for 2026.
Watch the recording here.
October 15, 2025
A Panel Conversation on Wills, Trusts & Taxes: Planning Ahead to Protect What Matters Most
With Kerry Spence Estate Plans and Perotti and Carrade CPA’s
In an uncertain world, two things are guaranteed: death and taxes. While we can’t avoid them, we can plan for them – so you can protect your loved ones, reduce their burden, and ensure your wishes are honored.
Watch the recording here.
August 20, 2025
From Will to Wisdom: Make the Right Estate Plan & Choose the Right Person to Carry It Out
Did you know that without a will (and trust if you need one), your estate can get tied up in probate court for up to two years and cost your heirs thousands of dollars?
Watch the live recording here.
Access the workshop handout here.
July 16, 2025
Being Intentional with Your End-of-Life Planning: A Conversation on End-of-Life Planning
Led by Vivalon CEO Kaushik Roy, this live, interview-style event will feature Sarah Hill and Lorena Lupercio-Diaz, two leading experts sharing practical advice, real stories, and compassionate guidance on planning ahead, easing family stress, and ensuring your wishes are honored.
Watch the live recording here.
June 18, 2025
Wills, Trusts, Inherited IRAs & Maximizing your 401K
With Kerry Spence, Kerry Spence Estate Plans, Inc., and Boriss Bikosvili, CRPC®, Merrill Lynch
Watch the live recording here.
Access the workshop worksheets. 401 Rollover, Inherited IRA & Prop 13 vs. Prop 19
Access the PowerPoint here.
May 21, 2025
Taking Care of Business Before You Can’t
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.
Watch the live recording here.
Access the free Estate Planning Worksheets here.
April 16, 2025
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.
Watch the live recording here.
Access the PowerPoint presentation here and the workshop handout here.
