2026 Annual San Francisco Family Wealth Conference
About this Event
Join us for a day of expert-led presentations, 1-on-1 consultations & workshops, and a community resource fair — all focused on building financial empowerment for the whole family.
Program
10:00 AM — Doors open; breakfast refreshments; Community Resource Fair opens; sign-ups for 1-on-1 consultations
10:30 AM — Welcoming Remarks from Assessor-Recorder Joaquín Torres and other guest speakers
10:45 AM — Presentation #1: Property Tax Essentials — Propositions 13 & 19
Assessor-Recorder Joaquín Torres
11:15 AM — Presentation #2: Estate Planning 101
Kendra Bowen, Housing & Economic Rights Advocates (HERA)
12:00 PM — Break; light lunch; Resource Fair continues
12:15 PM — Presentation #3: Fireside Chat - Financial Empowerment for Women Heads of Households Homeowners
Assessor-Recorder Joaquín Torres, Treasurer-Tax Collector Jose Cisneros, and Commission on Status on Women President Diane Jones Lowrey
1:00 PM — Event concludes
Presentations
Property Tax Essentials — Propositions 13 & 19
Assessor-Recorder Joaquín Torres
Key updates and priorities from the Office of the Assessor-Recorder, as well as how assessed value is set under Prop 13, what changed under Prop 19 (intergenerational transfers and base value transfers), and how/when to file an assessment appeal.
Estate Planning 101
Kendra Bowen, Housing & Economic Rights Advocates (HERA)
Why estate planning matters at every stage of life; core elements of a plan (living trust, will, advanced health care directive, power of attorney); and how to access affordable estate planning services. Whether you own a home or not, this presentation is for you.
Fireside Chat - Financial Empowerment for Women Heads of Households & Homeowners
Assessor-Recorder Joaquín Torres, Treasurer-Tax Collector Jose Cisneros, and Commission on Status on Women President Diane Jones Lowrey
To educate women homeowners, heads of households, and aspiring homeowners about available City resources, property tax savings, estate planning, financial empowerment, and wealth-building strategies while addressing barriers disproportionately experienced by low-income Black and Brown communities.
What to Expect
Expert presentations on property tax basics (including assessment appeals and Prop 19), estate planning, and homeowners insurance.
1-on-1 consultations with Assessor-Recorder staff and budgeting counselors (limited slots; on-site sign-ups starting at 10:00 AM).
Community Resource Fair with local and State departments as well non-profit partners offering programs spanning housing, financial planning, health/safety, and community support.
Refreshments in the morning and midday.
Accessibility & Language Support
The venue is accessible. Interpretation support is available upon request — please visit the Information Desk on arrival.
Español: Evento gratuito y abierto al público. Apoyo de interpretación disponible a pedido. Contacto: [email protected]
繁體中文： 活動免費向公眾開放。現場提供口譯協助，如有需要請向工作人員提出。聯絡：[email protected]
Questions
Email . We look forward to seeing you there!
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
