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

Join Joan Grimes, local Walnut Creek attorney, for a review of estate planning fundamentals and learn what’s new in estate planning for 2021. Learn about Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, and how proposed changes to the tax code may affect your estate plan. A brief Q&A  will follow the presentation. 

Joan Grimes has over 30 years experience in the industry. Grimes has served as the President of the Northern California Bankruptcy Forum and served as the Chair of the Contra Costa Commercial Law and Bankruptcy Section. She received her undergraduate degree from the University of California, Berkeley and was awarded her Juris Doctor from California Western University in San Diego, California. She is a member of the State Bar of California.

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

Join Annalise Morris, wealth management advisor with Merrill Lynch, as she guides participants through investing in these unprecedented times. Learn to focus on wealth accumulation and long-term goals and to manage your assets through diversification. Morris will also review different strategies available to you in this changing environment. A brief Q&A will follow the presentation. 

Annalise Morris has been in the financial service industry since 2015 working with high net worth families and small business owners to help achieve their financial goals. Morris earned her B.A. from California State University, San Francisco. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program.

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Finance 102 is sponsored by:

Masterpiece Sponsor: Kathy and Jerry Hicks

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Watch the Finance 102 programs:

Cybersecurity and Partnering with the FBI
Presenter: Enrique Alvarez, Special Agent of FBI San Francisco’s Cyber Branch
Thursday, September 16, 2021

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Watch the 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

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

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

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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>


 

Masterpiece Sponsor: Kathy and Jerry Hicks

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