Estate & Financial Planning for Success

We all need an estate plan! The most effective ones are built alongside a solid financial plan. Plan ahead and reduce the overwhelm.
About this Event

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.

Estate & Financial Planning for Success

Everyone needs an estate plan—and the most effective ones are built alongside a solid financial plan. Planning for your future doesn’t have to be overwhelming. This informative and practical workshop is designed to help you understand the essential building blocks of both financial and estate planning so you can make confident, well‑informed decisions that protect you, your loved ones, and your legacy.

You’ll learn how financial planning and estate planning work together to support your goals during your lifetime and ensure your assets are transferred thoughtfully and efficiently in the event of incapacity or death.

This free workshop will cover:

• Financial planning fundamentals and how they support long‑term success
• Capital gains considerations and strategies for managing concentrated positions
• Coordinating financial and estate planning for greater impact and efficiency
• Will and trust basics—what they are, how they work, and when you need them
• Key estate planning documents everyone should have in place

Featured Presenters

🔹 Shelley Clark, Attorney, VGK Law (San Rafael)
🔹 Reid Miles, CFP®, Wealth Advisor, United Capital (Larkspur Office)

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link