Thursday, September 13 | 5:30 – 7 p.m.

Your legacy is more than just the money you leave behind

In addition to a well-crafted estate plan for your financial assets, it is important to be intentional about the personal history, vision, and values you want to pass along to those you love both during your lifetime and after you are gone. We have seen client families who have done this well, and those who have not. We know that capturing these important elements for future generations is both personally satisfying and financially beneficial.

Hosted by partner and senior advisor, Kate Campbell, CFP® this seminar will collaboratively explore how to:

  • Share and preserve important family values and stories
  • Decide on your charitable priorities
  • Personalize legal documents
  • Preserve your “voice” over time

Do you know someone else who would like to attend? Bring them! Just let us know how many people will be attending so we can make sure we have plenty of snacks and seating.


Or Call (510) 528-5820.

Where: Our offices at 1820 Solano Avenue, Berkeley  |  Map
When: Thursday, September 13 from 5:30 to 7 p.m. Snacks and drinks provided.