Back to All Events

Estate Planning Workshop: Providing for the Future and Leaving a Legacy

Join CEC and a panel of experts for an informative session on planning your estate to ensure financial security through your advancing years. This workshop will cover a range of pertinent topics, including how to safeguard healthcare provisions, provide for heirs, earn tax benefits, and leave an environmental legacy. Register now.

Presenters:

  • Karl Hutterer, CEC Legacy Giving Advisor

  • Deborah Boswell, estate attorney, Partner, Mullen & Henzell LLP

  • Hannah Buschbom, wealth advisor and financial planner, Ameriflex Financial Services

  • Henry Postma, President & CEO, Heritage Realty Partners

  • Jane E. Russell, CPA, Partner, MacFarlane Faletti & Co. LLP

Previous
Previous
December 7

Cachuma Resource Conservation District Presents: Healthy Soils Program Application Workshop

Next
Next
December 10

Santa Barbara South Coast Chamber of Commerce Presents: Legislative Update