Finance 101, presented by the Walnut Creek Library Foundation, is a series of three free workshops facilitated by local financial and legal experts and designed to provide information on financial planning for the long-term. Experts will discuss tax planning; trust and estate planning; and special needs planning. A brief Q&A will follow each presentation.

Print sponsors are East Bay Times and Minuteman Press Lafayette. 


Special Needs Planning: Much More Than Government Benefits
Thurs., Sept. 29, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: Kirsten Howe, Founder and Managing Partner, Absolute Trust Counsel

Join local Walnut Creek attorney, Kirsten Howe, as she discusses planning for and protecting special needs children through estate planning. A significant challenge for these parents is envisioning their children’s lives after they are gone and planning to replace themselves, in all their many roles, using the tools and resources available. Kirsten will explain government benefits and special needs trusts as well as limited conservatorships, life insurance, housing options, and other components of comprehensive special needs planning.

Kirsten Howe is the Founder and Managing Partner of Absolute Trust Counsel, a Walnut Creek law firm dedicated exclusively to providing comprehensive, client-centered estate planning services. Kirsten earned her law degree from UC Hastings, College of the Law and her undergraduate degree from the University of Michigan. Kirsten is a member of the Trust and Estates Section of the California State Bar and the Estate Planning/Probate and Elder Law sections of the Contra Costa County Bar.

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Watch the 2022 Finance 101 programs:

Tax Planning for the Remainder of 2022
Thurs., Sept. 15, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: Ward Pynn, CPA, Partner, RGP, LLP

WATCH THE VIDEO HERE>


Trust and Estate Planning: What You Really Need to Know
Thurs., Sept. 22, 2022 | 4:00 – 5:30 PM | Zoom Webinar
Presenter: R. Gordon Baker, Jr., Estate Planning Attorney

WATCH THE VIDEO HERE>


 

 


Watch the 2021 Finance 102 programs:

Finance 102: Investing During Uncertain Times
Thursday, September 30, 2021 | 7:00 – 8:30 PM
Presenter: Annalise Morris, Vice President, Wealth Management Advisor, Merrill Lynch

WATCH THE VIDEO HERE>


Finance 102: Trust and Estate Planning in Today’s Environment
Thursday, September 23, 2021 | 7:00 – 8:30 PM
Presenter: Joan Grimes, Attorney, Law Office of Joan Grimes

WATCH THE VIDEO HERE>


Finance 102: Cybersecurity and Partnering with the FBI
Thursday, September 16, 2021 | 7:00 – 8:30 PM
Presenter: Enrique Alvarez, Special Agent of FBI San Francisco’s Cyber Branch

WATCH THE VIDEO HERE>


Watch the 2021 Finance 101 programs:

Finance 101: Social Security and Medicare: Get What’s Yours
Presenter: Ian B. Wetherell, Senior Director, Principal Global Investors
Thursday, April 22, 2021

WATCH THE VIDEO HERE>


Finance 101: Medi-Cal Eligibility Rules & Special Needs Planning Basics
Presenter: Kirsten Howe, Absolute Trust Counsel
Thursday, April 8, 2021

WATCH THE VIDEO HERE>


Finance 101: Why Should I Own Life Insurance
Presenters: JP McDermott & Jane Vidal, Financial Planners, MML Investors Services, LLC
Thursday, March 25, 2021

WATCH THE VIDEO HERE>


Finance 101: U.S. 2021 Economic Outlook: Into the Stimulus Slingshot
Presenter: George Noceti, Senior Wealth Advisor, Morgan Stanley
Thursday, March 11, 2021

WATCH THE VIDEO HERE>


 

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