The annual Estate Planning Essentials Workshop is presented by the Santa Barbara Museum of Natural History's Planned Giving Advisory Council. Local experts Tiffany Goodall, CPA; Brett Piersma, Estate Attorney; Tamara Skov, CLPF; and Denise Stevens, Planned Giving Professional cover wills and trusts, powers of attorney, healthcare directives, tax considerations and related topics. The workshop runs from 2:00 to 4:00 PM, followed by a meet-and-greet with the presenters from 4:00 to 5:00 PM. Attendance is free and open to the public; advance RSVP through the museum is available.
Estate Planning
Essentials Workshop
When
Sunday, 15 November
14:00–17:00
Price
Free
About
Organised by
Where
Fleischmann Auditorium, Santa Barbara Museum of Natural History, Santa Barbara
2559 Puesta del Sol, Santa Barbara, CA 93105
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