planned giving event

Please join us on Wednesday, January 30th, 2019

Among the topics we will cover are:

  • An overview of Tax Reform provisions that may affect you
  • Financial planning opportunities for your grandchildren and loved ones
  • Estate planning that reflects your values

Our panelists:

  • J Johnson, Lawyer with J Johnson Law Office, Inc.
  • Marina Alvarado, CPA with Caliber Accounting & Tax, LLP
  • Calvin Harris, MS - Partner, Investments with Vivid Financial Management, Inc.
  • Karen Rogers, CFP, Facilitator

Click here to RSVP 

Contact us or call 805.994.5419 for more information.