My Profile/Renew
Prev MonthPrev Month Next MonthNext Month
East Bay September 2022
Thursday, September 08, 2022, 7:30 AM - 9:00 AM PDT
Category: Monthly Meeting

Group: Walnut Creek

 Zoom Meeting Link -  https://us02web.zoom.us/j/88595569900

This is going to be a great meeting! This month we have a panel of 3 members slated to present via zoom on the topic of Estate Planning.

Our panel: Kathleen Charles, Chris Hughes and Phil Winslow

The panel will discuss estate planning basics, including the essential legal documents, what it means to fund a trust, and what assets can and can not be put into a trust. They will discuss how recent changes to the tax code have impacted estate planning and some pitfalls of not having a current estate plan

Please register yourself and your guest if you are bringing one.

If you are a CouncilONE member or have attended a CouncilONE meeting as a guest in the past year, please click here to RSVP

If you are not a member and would like to attend this meeting, please click here