Estate Planning Essentials Workshop
Best Bet
Finance
Health & Wellness
S.B. Museum of Natural History Sea Center
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Sun, Nov 16 2:00 PM - 4:00 PM
Address (map)
2559 Puesta del Sol
Venue (website)
S.B. Museum of Natural History Sea Center
Get your affairs in order with confidence—we provide expert guidance with a personal touch. The Santa Barbara Museum of Natural History’s Planned Giving Advisory Council presents a free, two-hour public workshop on the essentials of estate and legacy planning.
Presentations by expert speakers will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.
This is an in-person event. The workshop lasts until 4:00, but interested attendees are welcome to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.
Please RSVP through this online form. Questions? Contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
Presenters:
- Tiffany Goodall, CPA
- Brett Piersma, Estate Attorney
- Tamara Skov, CLPF
- Denise Stevens, Planned Giving Professional
