Estate planning Seminars
Free Online Estate Planning Seminars
*Please scroll down the page to pre-register
We are proud to offer informative seminars — at no charge.
- Pre-registration required.
- All seminars will be held via Zoom®
- For questions about seminars or help with registration, please call (415) 526-5500.
Learn from recognized experts in the field of estate planning:
- Lisa Fialco
Estate Planning, Probate & Trust Law Attorney
Kelley & Farren, LLP - Jeff Woods
Legacy Giving Specialist
By the Bay Health
How to Know if You Need to Update Your Estate Plan
Wednesday, May 15, 2024, Noon–1 p.m.
Does your estate plan need review, so it continues to meet your needs? Even if you have a personalized estate plan, it’s important to periodically consider the plan that comes into effect on your incapacity or death. Learn how recent legal changes impact estate planning, and how changes in your family situation, finances, personal priorities, and the needs of your loved ones can be reflected in your plan.
Learn from Lisa Fialco, Estate Planning, Probate, and Trust Law Attorney at Kelley & Farren, LLP, and Jeff Woods, Legacy Giving Specialist at By the Bay Health. Pre-register below:
SSV24A – May 15th Seminar Series Event
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