SF Assessor Carmen Chu has pulled together experts and information to create a free community event for San Franciscans, the Family Wealth Forum. This event is specifically geared towards folks who want to learn about building their family’s assets and estate planning for the future. There will be multilingual workshops for families at every stage of building their financial foundation, whether looking for tips to purchase their first home or interested in learning more about estate planning and passing on wealth to the next generation. Attendees will also have the opportunity to access free one-on-one counseling from experts to address their unique situation and questions. Assessor Chu has recruited property tax experts, certified financial planners, and she is working with the Bar Association of San Francisco to bring estate and tax expertise directly to you!
If you are interested in learning more about these topics, we encourage you to RSVP and join me at the Family Wealth Forum on September 30, 2017, 10:00 am-1:00 pm at City College (Ocean Campus), 50 Phelan Avenue, San Francisco.
SF Assessor Carmen Chu has pulled together experts and information to create a free community event for San Franciscans, the Family Wealth Forum. This event is specifically geared towards folks who want to learn about building their family’s assets and estate planning for the future. There will be multilingual workshops for families at every stage of building their financial foundation, whether looking for tips to purchase their first home or interested in learning more about estate planning and passing on wealth to the next generation. Attendees will also have the opportunity to access free one-on-one counseling from experts to address their unique situation and questions. Assessor Chu has recruited property tax experts, certified financial planners, and she is working with the Bar Association of San Francisco to bring estate and tax expertise directly to you!
If you are interested in learning more about these topics, we encourage you to RSVP and join me at the Family Wealth Forum on September 30, 2017, 10:00 am-1:00 pm at City College (Ocean Campus), 50 Phelan Avenue, San Francisco.
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