Plan Today. Give Tomorrow. Impact Generations. – Part Two: Creating an Estate Plan
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Alliance On Aging invites you to attend Part Two of its free Planned Giving Month series, focused on helping individuals and families better understand the essentials of estate planning.
Presented by Alliance on Aging in partnership with Joseph A. Arellano Jimenez, Financial Advisor with Edward Jones, this educational and welcoming session will break down the building blocks of a sound estate plan in clear, straightforward language.
Topics include:
• Wills and trusts
• Beneficiary designations
• Powers of attorney
• Transfer-on-death options
• Protecting your family and assets
• Ensuring your wishes are honored
Whether you are creating an estate plan for the first time or reviewing an existing one, this presentation will provide valuable information to help you make informed decisions for the future.
Attendees will also have the opportunity to learn more about Alliance on Aging’s new Legacy Giving Program and how planned giving can create a lasting impact for future generations.
Event Schedule
12:30 p.m. – Arrival and light lunch (half sandwich, salad and beverage)
1:00 p.m. – Presentation
1:40 p.m. – Open Q&A
Date: Wednesday, August 19, 2026
Time: 12:30 p.m. – 2:00 p.m.
Location: The HUB, 236 Monterey Street, Salinas, CA
Good to Know
• Free to attend
• Seating available for 50 in-person guests
• Unlimited attendance available via Zoom
• In-person attendees will receive a raffle ticket for a chance to win a $100 gift certificate to Patria (must be present to win)
• Learn more about Alliance On Aging’s Legacy Giving Program
RSVP Required
To reserve your seat, contact:
Nicki Pasculli, Development Director
831-655-7564
[email protected]
For additional information, visit AllianceOnAging.org.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your attorney or qualified tax advisor. Member SIPC.
Presented by Alliance on Aging in partnership with Joseph A. Arellano Jimenez, Financial Advisor with Edward Jones, this educational and welcoming session will break down the building blocks of a sound estate plan in clear, straightforward language.
Topics include:
• Wills and trusts
• Beneficiary designations
• Powers of attorney
• Transfer-on-death options
• Protecting your family and assets
• Ensuring your wishes are honored
Whether you are creating an estate plan for the first time or reviewing an existing one, this presentation will provide valuable information to help you make informed decisions for the future.
Attendees will also have the opportunity to learn more about Alliance on Aging’s new Legacy Giving Program and how planned giving can create a lasting impact for future generations.
Event Schedule
12:30 p.m. – Arrival and light lunch (half sandwich, salad and beverage)
1:00 p.m. – Presentation
1:40 p.m. – Open Q&A
Date: Wednesday, August 19, 2026
Time: 12:30 p.m. – 2:00 p.m.
Location: The HUB, 236 Monterey Street, Salinas, CA
Good to Know
• Free to attend
• Seating available for 50 in-person guests
• Unlimited attendance available via Zoom
• In-person attendees will receive a raffle ticket for a chance to win a $100 gift certificate to Patria (must be present to win)
• Learn more about Alliance On Aging’s Legacy Giving Program
RSVP Required
To reserve your seat, contact:
Nicki Pasculli, Development Director
831-655-7564
[email protected]
For additional information, visit AllianceOnAging.org.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your attorney or qualified tax advisor. Member SIPC.
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Where is it happening?
he HUB, 236 Monterey Street, Salinas, CA, United States
Event Location & Nearby Stays:
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Host or PublisherAlliance On Aging
