Contact me to schedule an event.

Upcoming Events

Coming soon!

Past Events

5 Benefits of Estate Planning & How to Create Your Own Investment Plan

Tuesday, January 27th 2015, 12-1pm

Wells Fargo Advisors, 1950 University Ave, Suite 300, E. Palo Alto
(next to the Four Seasons on Highway 101)

Click here for more information.

5 Benefits of Estate Planning & How to Create Your Own Investment Plan

Tuesday, June 24th, 2014 from 12-1pm.

1950 University Avenue, Suite 300, E. Palo Alto, CA

With Michelle Kaiser, financial advisor with Wells Fargo Advisors.

Brown bag lunch seminar - bring your own lunch and come learn about how estate planning benefits you and your family now and in the future. We have all heard that we need to get our estate plan done - but why? What does it do for you? Learn more at this free seminar, co-hosted by myself and Michelle Kaiser, who will be discussing How to Create Your Own Investment Plan. Seating is limited - please RSVP. Coffee and water will be provided. No fee to attend and no strings attached. Hope to see you there!

Click here for the pamphlet.

Estate Planning Seminar

Monday, June 9th, 2014 from 10am-noon.

Bayview/Hunters Point Community Legal in San Francisco.

Trained staff and volunteers on estate planning documents including wills, trusts, advance health care directives, and durable powers of attorney. Discussed ethical issues to watch out for and key questions and options to discuss with clients.

LGBT Law Seminar

Wednesday, May 22nd, 2013 from 12-1pm.

In the UU at Cal Poly, San Luis Obispo.

Hosted by the LGBTQIA Faculty & Staff Association.

I will be speaking on the current state of California and federal law as it relates to LGBT rights, including the potential impact of the Perry (Prop 8) and Windsor (DOMA) cases currently before the U.S. Supreme Court. California currently allows registered domestic partnerships, but not same-sex marriage. How does that affect your rights and your taxes? How might they change next month? I will also discuss some simple things you can do to better protect yourself and your family, especially in the area of estate planning.

Advance health care directive workshop

Thursday, May 9th, 2013 from 6-7:30pm

Billy DeFrank Silicon Valley LGBT Community Center in San Jose, California.

Learn more about advance health care directives and how they can help protect you and provide peace of mind. I will be guiding you through the process of creating an advance health care directive. I will provide the forms as well as tips and things to think about as you're filling them out.