Estate Planning Essentials Workshop
Schedule
Sun Nov 17 2024 at 02:00 pm to 04:00 pm
UTC-08:00Location
2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105 | Santa Barbara, CA
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Need to get your affairs in order, but not sure how to start? The Museum’s Planned Giving Advisory Council will present a free, two-hour public workshop on the essentials of estate and legacy planning.Presentations by expert speakers will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
This is an in-person event. The workshop lasts until 4:00, but interested attendees are invited to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.
Reservations are appreciated; sign up online: https://docs.google.com/forms/d/e/1FAIpQLSddf5jz2819zjsjUIb9V7dIhEpVN4qG1bMaI7f0XCgpjvvUwQ/viewform
Questions? Please contact Andrea McFarling at 805-682-4711 ext. 179 or [email protected]. Visit our Legacy Giving page anytime for information on smart ways to make a lasting impact: sbnature.org/legacygiving
Presenters
Tiffany Goodall, CPA
Brett Piersma, Estate Attorney
Judy Pirkowitsch, CRPC®, CDFA®
Ben Pringle, CFP, CTFA
Tamara Skov, CLPF
Denise Stevens, Planned Giving Professional
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Where is it happening?
2559 Puesta del Sol, Santa Barbara, CA, United States, California 93105Event Location & Nearby Stays:
