“Estate Planning Basics” at College of Marin, Indian Valley Campus with Quincy Hall (2 sessions, April 2015)
“Fundamentals of Estate Planning” Agents, Guardian Life Insurance Company, San Francisco training office (April 2013);
“How to make sure your finances and personal business are properly managed in an emergency.” Presented at Unity of Marin, co-presenter Vicki Clarke (January 2012);
“Planning to Enjoy the Rest of Your Life” Panel Discussion, Whistlestop, San Rafael (September 2010);
Simple Will Clinic: two part presentation and workshop for Seniors in conjunction with Legal Aid of Marin at the Martinelli House, San Rafael (July 2010);
“Estate Planning Issues in 2010” Charles Schwab, Corte Madera Branch (March 2010);
“Family Limited Partnerships and Limited Liability Companies and their use in Estate Planning” to Charles Schwab private client investment advisors (November 2009);
Two part presentation and workshop for Seniors on Advance Health Care Directives in conjunction with Legal Aid of Marin at the Martinelli House, San Rafael (May 2009);
“Preparing Your Estate Plan” with Edward Jones Investment Advisers (April 2009);
“Estate Planning Considerations for your Clients who are Divorcing” seminar for the Collaborative Family Law Professionals of Marin (March 2009);
A short presentation on general estate planning issues to MOPS (Mothers of Preschoolers) of Marin, followed by an informal Q&A, in conjunction with other speakers on preparedness issues (January 2009).
Please contact me if you would like to arrange a presentation before your group, either on estate planning generally or a more specific interest.