2021-2022 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].

 

MonthSpeakerOrganizationTopicRegister
February 23Michael Wayne JacksonColdwell Banker Realty

Novato
Home Equity & Older AdultsThis event has passed
March
30
Kerry SpenceKerry Spence Estate PlansWhat’s New in Estate PlanningThis event has passed
April
27
Ella Krainsky
with
*Jim Tubridy
Marin County DA
*Elegance Hamilton Hill
Fraud and Scam PreventionThis event has passed
June 29Mary Jo LaFaye with Michael Wayne JacksonMutual of Omaha and Coldwell BankerRevitalizing Your Retirement with Home EquityRegister here
August 31Charlie Haynor
with
*Brian Frack
Goldman Sachs Personal Financial ManagementTax Efficient
Charitable Giving
Registration link coming soon

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]

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!

Scroll to Top