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Events

Upcoming Events

April 12, 2024

11:00a - 1:00p

San Ramon Bishop Ranch Complex 1

The Power of Advanced Estate Planning- Building Your Legacy for Generational Wealth

Have you explored all your options when it comes to managing your estate and the legacy you want to build? Have you heard the latest provisions that may impact your estate and legacy strategies? Please join us, with our special guest, Atty. Robert Silverman as he shares his knowledge and key insights for your Advanced Estate Planning strategies that may help support your financial goals for today and for your future generations. Pass on your every hard-earned dollar optimally. Know the Core Documents of Estate Planning, but more importantly, know the 3 Key Transfer Tax Mitigation strategies, and more!

May 17, 2024

11:00a - 1:00p

San Ramon Bishop Ranch Complex 1

Prepare for a Healthier Future

Americans are living longer than ever, which is a good thing. It also makes long-term care planning more important than ever. For many Americans, healthcare cost is a major source of consideration as they plan for retirement. Many retirees and pre-retirees may overlook medical care in retirement—costs that can increase every year. We believe it is critical to include healthcare costs in your long-term retirement strategy as medical expenses may change the course of your overall retirement. The good news is there are many strategies that may help you be better prepared.

Past Events

November 10, 2023

11:00a - 1:00p

San Ramon Bishop Ranch Complex 1

Savvy Women Lunch & Learn(In Person) - Estate Planning With Robert Silverman, Attorney At Law

There is confidence and clarity in knowing that you have prepared enough to provide for and support your loved ones today and in the future. Understand what actions you may take now to better protect them with the many challenges in life even beyond your years.

October 27, 2023

12:00p - 1:00p

Zoom

September 22, 2023

12:00p - 1:00p

Zoom

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