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Estate Planning, Insurance and Financial Planning Workshop For Parents

August 23 @ 6:00 pm - 7:00 pm

Join PWN member Patricia De Fonte and her two professional associates,
Carlos Ramirez and Briand Kitchen, for this workshop. This workshop is geared
toward parents with minor children, but all are welcome. 

Reserve your seat here>>

Patricia De Fonte

De Fonte Law Estate Planning Excelsior District Resident

www.defontelaw.com
patricia@defontelaw.com

 

Minor children do not have the legal capacity to inherit. With a personalized trust parents decide when their children receive their inheritance – at specified ages, for specified reasons and with specified limitations.

Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your mission and vision for your children’s future. Learn how to avoid conservatorship if you are unable to make financial or medical decisions for yourself.

Patricia will notarize Statutory Durable Powers of Attorney and Statutory Advance Health Care Directives for Attendees who sign up through EventBrite and bring their documents to the workshop.

 

Carlos Ramirez

Fog City Insurance
Health, Life, Disability and Long Term Care

www.fogcityinsurance.com
Carlos@fogcityinsurance.com

 

“I just want to be Happy and Secure.”
                                               “Everyone”

If you become Disabled, will you be a financial burden to those who care about you the most?

If you pass, will you leave them with a financial hole to fill?

Learn how Life, Disability and Long Term Care Insurance are the “Ounce of Prevention” that’s  such an integral part of  a properly planned Estate.

 

Briand Kitchen

” You can have anything you want in this world, if you help enough people get what they want.” Zig Ziglar

  • Simple financial rules to follow to pay down debt and save for the future

 

FAQ

Are there ID or minimum age requirements to enter the event?

Please feel free to bring your children to this event.  Carlos and Patricia are experienced in talking about these tough topics with parents when their chidlren are with them.

What are my transportation/parking options for getting to and from the event?

Glen Park parking can be tough! We know!

Can I get documents notarized at this event?

If you would like to have a Statutory Durable Power of Attorney or a Statutory Health Care Directive notarized at this meeting, please email Patricia for the forms.  patricia@defontelaw.com   Please bring a California ID for the notarization.

How can I contact the organizer with any questions?

Patricia: Patricia@defontelaw.com
Carlos: Carlos@fogcityinsurance.com
Briand:  bkitchens@financialguide.com

Organizer

Patrica De Fonte
Email:
patricia@defontelaw.com
Website:
www.defontelaw.com

Venue

Glen Park Library
2825 Diamond Street
San Francisco, 94131 United States
+ Google Map
Phone:
(415) 355-2858
Website:
www.sfpl.org