Estate Planning 101
August 12, 6:00 – 7:30 PM
August 16, 10 AM – 11:30 AM
REGISTER HERE
Upcoming Presentations
August 12 & 16, 2025
Past Events
June 4, 2025
A Legacy of Literacy Through Planned Giving
June 4, 12:00 PM – 1:00 PM
REGISTER HERE
June 3, 2025
Make a List, Check It Twice — Gift Like You’ve Got a Plan (and a Will): A Christmas-in-June Webinar for the Smart & Slightly Sentimental
June 3, 11:00 AM – 12:00 PM
WATCH REPLAY
April 30, 2025
Estate Planning for the Sandwich Generation
Apr 30, 12:00 PM – 1:00 PM
WATCH REPLAY
April 24, 2025
Estate Planning & Bus. Succession for Fiduciaries
Apr 24, 1:00 PM – 2:00 PM
WATCH REPLAY
April 23, 2025
Estate Planning for Retirees: Planning For Your Pets
Apr 23, 9:30 AM – 10:30 AM
WATCH REPLAY
March 13, 2025
Estate and Business Planning for Fiduciaries
Thursday, March 13 @ 1:00pm PST
WATCH REPLAY
March 12, 2025
Estate Planning Essentials for Retirees
Wednesday, March 12 @ 9:30am PST
WATCH REPLAY
March 11, 2025
Estate Planning Essentials for the Sandwich Generation
Tuesday, March 11 @ 9:00am PST
WATCH REPLAY
Feb 24th, 2025
Estate Planning and Business Succession Planning for Fiduciaries
Mon, Feb 24th 2025 @ 12:00PM PST
WATCH REPLAY
Feb 5th, 2025
Estate Planning Essentials for the Sandwich Generation
Wed, Feb 5th 2025 @ 12:00PM PST AND Feb 18th
WATCH REPLAY
January 30th, 2025
Estate Planning for Retirees
January 30th at 9:30 am AND Feb 11th at 10:30 am PST
WATCH REPLAY
