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      Building Blocks to Successful Estate and Gift Planning in Monterey


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      May 1, 2018

      Tuesday   6:00 PM - 8:00 PM

      625 Pacific St.
      Monterey, California 93940

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      Building Blocks to Successful Estate and Gift Planning

      Estate planning can seem a daunting and insurmountable task for some. Yet it’s one of the most important things you can do for yourself and your loved ones. You will learn: estate planning overview, common estate planning terms, core documents that will be prepared, six steps to successful estate and gift planning, information necessary to begin planning, considerations in choosing an attorney, working with advisors, and tips to save you time and money. Attendees will also receive an invaluable complimentary set of personal finance publications that include new 2018 tax laws.

      Expert Panel: Allison Barrientos, CPA, CFP, Cynthia Healy, CPA, CFE, CSA, Kyle Krasa, Esquire, Carmine Lepiane, CPA, Kris Toscano, CPA
      Sponsors: Friends of the Monterey Public Library, MPL Endowment Committee, The Financial Awareness Foundation, the Communities Advancing the Arts Fund of the Community Foundation for Monterey County, and The Financial Awareness Foundation

      Cost: Free - Admission is free. Reservations required. Hors d'oeuvres served.

      Categories: Education | Literary & Books | Organizations & Meetups

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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