Family Wealth Forum 2024: Building Intergenerational Wealth

San Francisco Assessor-Recorder Joaquín Torres is pleased to host the annual Family Wealth Forum. Learn about the assessment appeals, tips for building intergenerational wealth, prevention of financial scams, resources to repair & upgrade your home, and ADU considerations through presentations and a community resource fair featuring key local agencies. Meet with Assessor-Recorder staff one-on-one to answer your questions related to property taxes, Prop 19, transfers, records, and your notice of assessed value from our office.

Presentation: Assessment Appeals 101

Presentation: Home Upgrades: Impacts to Assessment and Resources

Presentation: Prop 19: Intergenerational Transfers

Presentation: Estate Planning 101

Free and open to the public. Interpretation will be available upon request. Contact: [email protected]

Gratuito y abierto al público. La interpretación está disponible a pedido. Contacto: [email protected]

是次的財富管理博覽會開放給公眾參與，費用全免現場將會提供翻譯服務 Contact: [email protected]

Host or Publisher Office of the Assessor-Recorder