Estate Planning Series
Each month, experts on a variety of estate planning topics provide free presentations at Vivalon. Below are some of our upcoming sessions. If you are interested in receiving emails to stay up to date on this series, please contact us at 415-456-9062 x4800 or [email protected].
| Month | Speaker | Organization | Topic | Register |
|---|---|---|---|---|
| February 23 | Michael Wayne Jackson | Coldwell Banker Realty Novato | Home Equity & Older Adults | This event has passed |
| March 30 | Kerry Spence | Kerry Spence Estate Plans | What’s New in Estate Planning | This event has passed |
| April 27 | Ella Krainsky with *Jim Tubridy | Marin County DA *Elegance Hamilton Hill | Fraud and Scam Prevention | This event has passed |
| June 29 | Mary Jo LaFaye with Michael Wayne Jackson | Mutual of Omaha and Coldwell Banker | Revitalizing Your Retirement with Home Equity | This event has passed |
| August 31 | Charlie Haynor with *Brian Frack | Goldman Sachs Personal Financial Management | Tax Efficient Charitable Giving | Register Here |
Presentations are 4:00-5:00 pm and are offered online and in person at the Healthy Aging Center. In person attendees must show proof of vaccination. To register for these informative workshops, please contact Amy Carrera at 415-456-9062 x4800 or [email protected]. If you would like to join us via Zoom, click here.
Many thanks to Valley Memorial Park Cemetery & Funeral Home for sponsoring this series.
If you have any questions or would like more information on estate planning and how to leave a planned gift for Vivalon, let us know!
