Estate Planning: What You Really Need to Know

Thursday, October 4 | 7:00-8:00 pm
Oak View Room | Walnut Creek Library  
Estate planning is the process of arranging for the efficient transfer of your property to the persons you wish during your life or after your death and providing for your care if you become incapacitated in the future. An effective estate plan allows your wishes to be carried out while minimizing costs and family conflicts. REGISTER>
 
Gordon Baker is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California, California Board of Legal Specialization. With over 30 years of experience he has repeatedly been designated a Northern California Super Lawyer® in the area of estate planning and has been rated as one of the Top 100 estate planning attorneys in Northern California by San Francisco Magazine. He holds an LLM (Master of Laws and Letters), a post-graduate degree in taxation law, and is rated an Accredited Estate Planner by the National Association of Estate Planners and Councils.


Generational Wealth Management – Helping Families Successfully Transfer Wealth

Thursday, October 11 | 7:00-8:00 pm
Oak View Room | Walnut Creek Library  
 
Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibility of wealth?  Learn why some families succeed and others fail in the transition of inter-generational wealth. This workshop will also provide clear, easy-to-follow steps to help you successfully evaluate the readiness of your heirs and the strength of your ‘must-have’ wealth transition plan. REGISTER>
 
Part of the Integra Group at Morgan Stanley based in Walnut Creek, George Noceti is a Wealth Adviser and Chartered Retirement Plans Specialist. He has appeared on KTVU, KGO, and KRON and is a frequent financial news contributor on KCBS and KGO radio.
 
Also part of the Integra group, Paul Noceti is a Financial Planning Specialist who structures comfortable financial plans for clients based on their goals and needs.   

Can Medi-Cal Help You Pay Your Nursing Home Expenses?   

Thursday, October 18 | 7:00-8:00 pm
Oak View Room | Walnut Creek Library
 
If you had to add an extra $8,000 – $12,000 to your monthly budget because a spouse or parent needed nursing home care, how long could you do it?  With proper planning you can stop the rapid outflow of cash before it’s all gone. Join us as we discuss Medi-Cal eligibility rules and planning techniques. REGISTER>
 
Kirsten Howe is the founder and managing attorney of Absolute Trust Counsel in Walnut Creek. Her practice focuses on estate planning, trust administration, probate, Medi-Cal planning and special needs planning. She is dedicated to designing and implementing customized plans, making everything simple and easy for her clients, and establishing long-lasting relationships. Kirsten earned her J.D. cum laude at the University of California, Hastings College of Law and her Bachelor of Science degree from the University of Michigan.  

 Investing in a Late-Stage Bull Market

Thursday, October 25 | 7:00-8:00 pm
Oak View Room | Walnut Creek Library

The current Bull Market, which was born in March of 2009, has now had the longest run in American history. Portfolio Managers Mike Harris and Meredith Rosen will discuss where they see this current market as well as what investment and asset allocation considerations are out there for this late-stage Bull Market and eventual end of the Bull Market. REGISTER>

Mike Harris oversees the Research & Trading department at Bedell Frazier, which he joined in 2006. He became a partner in 2013. He is responsible for running the research team, overseeing the active portfolio strategies for the firm, and handling in-house detailed Technical Analysis/Strategy work for the firm. Mike holds the Chartered Market Technician designation (CMT) and an M.B.A. with an emphasis in finance from St. Mary’s College of California, where he also received his undergraduate B.S. degree in Business Administration.
 
Meredith Rosen has over 10 years of experience in the investment management industry. She joined Bedell Frazier in 2004 and became a partner of the firm in 2013. Shortly after joining the firm, Meredith gravitated toward working directly with clients. As a Portfolio Manager, she enjoys getting to know clients, their families and investment needs. Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009. 

 

 

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