Sign Up for one (or more) of our FREE Upcoming Seminars. See our list of seminars and click the links below to sign-up.
Seniors - Aging in Place
Date: May 25, 2023 - Thursday (10am-11am)
Location: In- Person: 1646 N California Blvd, Floor 2 - Walnut Creek, CA 94596 or Zoom Option
Speakers: Madison Gunn, Estate and Probate Attorney with Absolute Trust Council; Tiffany Sutton-McFarland, Realtor with Compass; Tina Elias, Mortgage Broker with The Loan Story; Adriana Mendez, Co-Owner of Custom Moving and Hauling; *More Speakers to be announced
Planning for the Unexpected: Divorce
Date: June 20, 2023 - Tuesday (6pm-7:30pm)
Location: In- Person: 1646 N California Blvd, Suite 100 - Walnut Creek, CA 94596 or Zoom Option
Speakers: Madison Gunn, Estate and Probate Attorney with Absolute Trust Council; Tiffany Sutton-McFarland, Realtor with Compass; Tina Elias, Mortgage Broker with The Loan Story; Family-Law Attorney, Family Therapist, Certified Public Accountant
Seminar Information: Divorce is hard. It can be emotionally and financially draining. Whether you are thinking about divorce, or are currently going through a divorce, or have gone through a divorce in the past, it is our goal to be a resource for you at every step of the way, even after the matter. We are a group of professional experts that can provide you answers and guidance for topics and situations related to divorce. We are Family Law Attorneys, Mediators, Estate Planners, Financial Advisors, Certified Accountants, Family Therapists, Real Estate Agents, Mortgage Lenders, and Life Coaches. We are here for you.
Seniors - When and Why to hire a Fiduciary, Conservator or Power of Attorney and Creating a Plan
Date: June 22, 2023 - Thursday (10am-11am)
Location: In- Person: 1646 N California Blvd, Floor 2 - Walnut Creek, CA 94596 or Zoom Option
Speakers: Our professional experts include a Fiduciary, a Trust Attorney, a Financial Advisor, Tiffany Sutton-McFarland, Realtor at Compass
Seminar Information: Legacies are the powerful culmination of someone's final wishes. Whether it is distributing assets to an endowment fund, holding assets in a special needs trust to care for a child, or leaving a bequest of personal property to loved ones, a fiduciary will dutifully follow the instructions you have laid out to honor your legacy. Come and learn about when and why you need to hire a fiduciary, conservator or power of attorney.