Personal Legacy Seminar

Monday, August 20 | 5:30 – 7 p.m.

Your legacy is more than just the money you leave behind

The practical and financial elements of transferring wealth are undeniably important. However, they do not solely reflect the richness of your life. Along with financial assets, it is important to think about the personal history, vision, and values you want to pass along to those you love. We are convinced that capturing these important elements for future generations is both personally satisfying and logistically productive.

Hosted by partner and senior advisor Kate Campbell, CFP®, this seminar will explore how to best articulate your unique journey through life while making sure your wishes regarding legacy are carried out. Topics include: how to share important stories, deciding on your charitable priorities, personalizing legal documents, and preserving your “voice” over time.

Do you know someone else who would like to attend? Bring them! Just let us know how many people will be attending so we can make sure we have plenty of snacks and seating.


Or Call (510) 528-5820.

Where: Our offices at 1820 Solano Avenue, Berkeley  |  Map 
When: Monday, August 20 from 5:30 to 7 p.m. Snacks and drinks provided.