Lunch & Learn Webinar: “Handing Off Your Heirlooms”
Passing down personal possessions can be meaningful…and complicated. How do you balance financial value, sentimental attachment, and differing expectations among
Finance
Estate Planning Essentials Workshop
Get your affairs in order with confidence—we provide expert guidance with a personal touch. The Santa Barbara Museum of Natural
Align Your Legacy With Your Values – Free Webinar
A legacy isn’t something you leave behind—it’s something you live. Learn how to align your money with your values today,
Free Webinar: Tips for Settling Someone’s Affairs
Do your loved ones expect you to carry out their wishes and the provisions of their estate plan when they’re
Virtual Webinar: 10 Biggest Mistakes in Estate Planning
There are many misconceptions and misunderstandings about the estate planning process, from the type of estate plan documents suitable for
Estate Planning Essentials Workshop
Need to get your affairs in order, but not sure how to start? The Santa Barbara Museum of Natural History’s
Webinar: Real Estate Law & Tax Essentials
Owning a home is part of the American dream, and it’s much more than just having a roof over your
Lunch & Learn Webinar: Don’t Get Scammed
There’s a growing crime in America – financial abuse from fraud and scams. In 2022, over 82,000 victims over the
Panel: Raising Money in Hard Times
Join us for an exciting panel on “Raising money in tough times.” on 3/20! In this panel discussion, VCs, angel
Lunch & Learn Webinar: Having the Conversation
Whether you want your children to inherit responsibly, or you don’t know if your parents even have an estate plan,
