Please join us for a Life Planning workshop to be hosted by Edgewood Center for Children and Families. Our intent is to encourage everyone to leave a legacy that reflects their values. It is our hope that this workshop will help you move forward in your planning or add to your considerations, there is no obligation purchase or support anything. This event will be informative for all ages, all family contributions, all levels of income, and all estate sizes. (Our advice is to plan sooner rather than later).
Additionally, for those who may have already begun to plan, there are some special tax considerations and perhaps opportunities this year for generational wealth transfer.
This intimate and informative workshop will be conducted by nationally known expert, Alan Pratt, CEP, CAP of Pratt Legacy Advisors in Seattle. Alan believes that a meaningful estate plan comes from knowing your values, living your values, and planning for your values. His firm has created Legacy Planning from the Heart, a process to help you integrate your life experiences with your estate plan.
Alan will be joined by former Edgewood board member, Betsy Stong, MBA, CFP of Strong Legacy Planning in San Francisco. Betsy assists individuals, families, and business owners with the challenges of financial planning and the transfer of wealth among generations.
- Are you planning at your family or with your family?
- If you were gone tomorrow, would your family know what to do?
- Trusts, wills and new laws.
Thursday, October 18, 2012
9:30 to 11:30 am
Edgewood Center for Children and Families
1801 Vicente Street
San Francisco, CA 94116
(Free Street Parking and Complimentary Continental Breakfast)
Please reserve your space by no later than Tuesday, October 16, 2012.
Call (415) 682.3120 or email Betsyy@edgewood.org