Free Financial Workshop Series with the Walnut Creek Library Foundation

Next month I will be participating as a speaker for the Walnut Creek Library Foundation's free financial workshops series: Finance 101. The workshops will be held on Friday mornings in October, and will cover how to prepare and set up college funds, income investing and asset allocation, retirement planning, estate planing, and charitable giving.

I will be presenting the October 25, 2013 workshop, "Estate Planning and Charitable Giving Under the New Laws".  Estate planning is the process of arranging for your care if you become incapacitated in the future and for the efficient transfer of your property to the persons you wish during your life, or after your death. An effective estate plan allows your wishes to be carried out while minimizing costs and family conflicts.

If you would like to attend my presentation please sign up online at the Event Registration page.

For more information on the Finance 101 series please visit the Walnut Creek Library Foundation's Finance 101  web page.

This workshop series is being brought to you by the Walnut Creek Library Foundation, and PMB Helin Donovan.

Lorman Seminar: Rules of Trust Administration

On Thursday, August 15, 2013 I presented at the Lorman Seminar on the Rules of Trust Administration in San Francisco.

My topic: Your Client Passed Away, Now What?
A rough outline of my presentation:

• Initial Meeting
• Identifying the Players - Who is the Client
• Potential Ethical and Practical Problems
• Identifying the governing Documents
• Identifying Assets
• Distribution Provisions
• Effective Office Procedures

You can fine the link to my Power Point Presentation below:
Your Client Passed Away - Power Point Presentation

Thanks to everyone who attended!