El Dorado Community Foundation Presents Estate Planning 101!

Join El Dorado Community Foundation's Legacy Planning Committee for a free, informational event learning all about Legacy & Estate Planning. Wine & hors d'oeuvres will be served.

WHEN: Tuesday, November 19, from 6:00PM – 7:30PM

TAHOE DATE ADDED: Tuesday, December 3, 6:00PM – 7:30PM

November 19 Location: Patra Corporation, 4207 Town Center Blvd, Suite 100, El Dorado Hills, 95762

December 3 Location: Lake Tahoe Community College - Conference Room: U112/113, 1 College Drive, South Lake Tahoe, 96150 

AGENDA:

Estate Planning 101 - An overview of launching your estate planning journey, presented by Jana Ellerman

Estate Check In - A 5-10 year review & refresh, including legislation changes to know concerning your existing trust, presented by Christine Kouvaris

Your Legacy - How philanthropy can assist with your ongoing legacy & how EDCF may help reach your philanthropic goals, presented by Bill Altavilla

Q & A - Open up the floor to questions and answers

Note: This free educational forum will provide insight to establishing and updating an estate plan. The presenters are generous professionals who give their time to serve on the Foundation’s Legacy Planning Committee. They have full and busy practices and are not presenting for any individual gains or new clients. No products or services will be presented for purchase.