Event
Estate Planning for Today's Woman
This is Mr. Hastings's second seminar on estate planning for todays woman. During his years of practice he has noticed a lack of educational opportunities to help women with their estate planning. His goal is to help educate today's women in all stages of life so that they are prepared for loss of a spouse or partner, a change in marital status, or providing for their childrens higher education, etc.
The seminar is an all-day event featuring special guest speakers and valuable information. The topics include organizing finances, reducing income taxes, planning investments, considering retirement, establishing 529 plans for financing childrens education, encountering widowhood, preparing to be single, arranging for long-term care, and understanding life insurance. Mr. Hastings will also discuss legacy protection. There will be an interactive question-and-answer session.
The event will be held at the Four Points by Sheraton San Rafael. The Marin Room is wheelchair accessible and will be set up classroom style, with approximately four to five persons per table. Each person will be provided water, sweets, and a notepad and pencil. Snacks and lunch are included in the ticket price.
Our guest speakers are:
Devi Brown--Organizing Your Finances
Marlea D. Taylor--Income-Tax Reporting: Current Issues and Updates
Kathleen Nemetz--Get a New Perspective: New Strategies and Opportunities for Investing
Donald Angel--Qualified Tuition Plans: Efficiently Financing Your Children's Education
Joan Mann Thomas--Preparing to Be Unattached and Single
Rebecca Brumbaugh and Constance K. Truitt--Planning for Long-Term Care
Kris Kelson--Life Insurance Opportunities
Dana Conklin and Posie Joyce Conklin--Understanding Trustees
J.R. Hastings--What a Well-Conceived Estate Plan Will Do for You
|
|
 |
LocationFour Points by Sheraton San Rafael
1010 Northgate Drive
San Rafael, CA 94903
United States
Map is loading...
In order to see the map for this event, click the Privacy icon in the lower left corner of your screen and grant consent for Google Maps.
The Privacy icon looks like this:
Categories
| Kid Friendly: No |
| Dog Friendly: No |
| Non-Smoking: No |
| Wheelchair Accessible: No |
|
Contact
|
