Upcoming Events

A well-planned gift can do two jobs at once — support a cause you love and strengthen your own financial picture. That dual return is what makes giving a genuine planning tool, not just a year-end afterthought. Estate planning is more than deciding what happens to your assets after you die—it’s an opportunity to make your wishes clear and provide peace of mind for those you love. When you take time to consider the legacy you want to leave, thoughtful planning can help ensure your values and wishes are honored in the future.

Join us on Zoom to hear from guest speakers Pete Kote and Don Vivrette from Financial and Estate Planning Workshops Financial & Estate Literacy (FEL). Pete has been a professional fiduciary since 1996 and is the Founder and Chairman of the Board of FEL He also serves as co-President of the Hemlock Society of San Diego’s Board of Directors.  Don is a retired CPA who opened his own consulting firm in 1985 and now teaches the Charitable Giving seminars for FEL’s It’s Your Estate series. Together, Pete and Don will demystify estate planning and teach you:

• A new way to think about giving: Why generosity can behave like an investment
• The tools available to you: Five simple giving vehicles, explained plainly
• Giving that pays you back: Tax savings, income for life, and smart timing
• Building your legacy: Supporting causes and family for years to come
• Getting started: Practical first steps and questions to ask

A question-and-answer session will follow their presentation.

Join us on Zoom for this unique opportunity to learn how giving can improve your mental, emotional, and physical health while impacting your community.

Sunday, October 18^th – 1:30 to 3:00pm Pacific Time
Register for the Zoom link: https://us02web.zoom.us/meeting/register/v4qGhDS5R7uUX21rz89vbA

After registering, you’ll receive a confirmation email from Zoom that contains your personal link to the meeting. We recommend that you save this link on your electronic calendar or drag the email to a folder so it’s easy to find before the meeting begins.

This meeting will be video recorded.