Given the current shelter-in-place ordinance, we have cancelled all in-person classes and events until further notice. We welcome calls and requests for support.  Click here to contact us …

Estate Planning for Life and After

5/29/2020 from 10:00 AM to 11:00 AM PT

This complimentary virtual seminar features Mary Piasta, an attorney with the local firm of Haeuser, Valluzzo & Piasta LLP. Mary is the first woman partner at the firm, which has been serving clients since the 1800s.  She draws on a longstanding tradition of lawyering to provide practical solutions to the complexities of estate planning and wealth transfer. Mary will walk you through the components of an estate plan and tools for asset protection to preserve family wealth for future generations. She will discuss how to empower those you trust to make decisions when it matters most and conclude her talk with thoughts on family business succession, intergenerational wealth, and securing your legacy.

Friday, May 29 10:00 to 11:00

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