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03262015 advanced health care small cropped I very much enjoy public speaking.

Please contact me if you would like for me to make an educational and informative presentation to your group.


Upcoming Speaking Engagement

Date: TBD
Topic: TBD
Sponsor: TBD
Location: TBD


Past Speaking Engagements

[2015] | [2014] | [2013] | [2012] | [2011] | [2010]

 

2017

Date: May 23rd, 2017 @ 5 p.m.
Topic: Cautionary Tales From The World Of Estate Planning
Sponsor: J.P. Advisors, Inc. www.jpkingadvisors.com
Location: Round Hill Country Club (President's Room), 3169 Roundhill Rd, Alamo, CA 94507

Date: May 10th, 2017 @ 12 noon.
Topic: Trust Me, I know What I'm Doing - Estate Planning Tales of Sibling Rivalry, Lost Treasures and the Missing Document
Location: Lafayette Senior Center, 500 St Marys Rd, Lafayette, CA 94549

Date: March 9th, 2017 @ 11:30 a.m.

Topic: Trust Me, I know What I'm Doing - Estate Planning Tales of Sibling Rivalry, Lost Treasures and the Missing Document 
Sponsor: Contra Costa County Retired Employees Association (CCCREA)
Location: Zio Fraedo's, 611 Pleasant Hill Rd., Pleasant Hill, CA 94523

 

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2016

Date: October 24th, 2016 @ 2:00 p.m.
Topic: Legal Planning for Alzheimer's Disease
Sponsor: Pleasant Hill Senior Center
Location: Pleasant Hill Senior Center, 233 Gregory Lane, Pleasant Hill, CA 94523

Date: October 17th, 2016 @ 3:15 p.m.
Topic: Trust Me, I know What I'm Doing - Estate Planning Tales of Sibling Rivalry, Lost Treasures and the Missing Document 
Sponsor: Contra Costa County Retired Employees Association (CCCREA) and the California Retired County Employees Association (CRCEA)
Location: Embassy Suites, 1345 Treat Blvd., Walnut Creek, CA 94597

Date: October 12th, 2016 @ 3:30 p.m.
Topic: Legal Planning for Long Term Care (LTC)
Sponsor: Alzheimer's Association
Location: Lafayette Chapter, 3675 Mt Diablo Blvd, #250, Lafayette, CA 94549

Date: August 27th, 2016 @ 3:00 p.m.
Topic: Trust Me, I know What I'm Doing - Estate Planning Tales of Sibling Rivalry, Lost Treasures and the Missing Document
Sponsor: Oakland Public Library
Location: Lakeview Branch, 550 El Embarcadero, Oakland, CA 94610

Date: July 14th, 2016 @ 7:00 p.m.
Topic: Medi-Cal for Long Term Care, Proper Powers of Attorney and General Estate Planning
Sponsor: Alzheimer's Support Group
Location: Brentwood Neighborhood Church, 50 Birch St, Brentwood, CA 94513

Date: April 7th, 2016 @ 10:30 a.m.
Topic:
Estate Planning and Elder Law
Sponsor: Retiree Support Group of Contra Costa County
Location: Pacheco Community Center, 5800 Pacheco Blvd., Pacheco, CA 94553

Date: January 25th, 2016 @ 7:00 p.m.
Topic:
Common Pitfalls in Estate Planning, Checklist for Things to Do after a Spouse Passes Away
Sponsor:
Widow's support group
Location:
Lafayette-Orinda Presbyterian Church, 49 Knox Dr, Lafayette, CA 94549

 

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2015

Date: November 5, 2015
Topic: Advanced Health Care Directives (on panel)
Sponsor: Kare Bears
Location: Summerset III Clubhouse, City of Brentwood


Date:
October 7th, 2015
Topic:
How to Properly Administer a Trust
(with Bank of the West Senior Private Client Advisor Linda Moran)
Location:
Bank of the West, Balfour Branch, City of Brentwood


Date:
September 30th, 2015
Topic: Avoiding Pitfalls in Estate Planning
(with Bank of the West Senior Private Client Advisor Linda Mora)
Location: Summerset IV Clubhouse, City of Brentwood


Date:
August 25th, 2015
Topic: Avoiding Problems with Real Estate Transactions and Trusts
Sponsor: Contra Costa Real Estate in Motion (CCRIM)
Location: City of Walnut Creek


Date:
August 19th, 2015
Topic: Avoiding Sibling Rivalry and Common Estate Planning Pitfalls
Sponsor: Lamorinda Village
Location: Lafayette-Orinda Presbyterian Church, City of Lafayette


Date:
August 17th, 2015
Topic: Avoiding Sibling Rivalry and Common Estate Planning Pitfalls
Sponsor: Rossmoor End of Life Club
Location:
Rossmoor, Walnut Creek


may 1 small 300Date:
June 23rd, 2015
Topic: Medi-Cal Qualifications and Elder Law
Sponsor: Alzheimer's Support Group, Kaiser
Location: City o Hayward


Date:
May 20th, 2015
Topic: Avoiding Sibling Rivalry and Common Estate Planning Pitfalls
Sponsor: City of Lafayette Senior Center
Location: City of Lafayette


Date:
May 7th, 2015
Topic: Estate Planning Basics and Retirement
Sponsor: Contra Costa County Retired Employees Association
Location: City of Pacheco


Date:
March 26th, 2015
Topic: Advanced Health Care Directives (on panel)
Sponsor: Hadassah Group
Location:
Rossmoor, City of Walnut Creek


Date:
February 13th, 2015
Topic: Medi-Cal Qualifications and Avoiding Recovery; Common Pitfalls in Estate Planning
Sponsor: Women's Council of Realtors Delta Chapter
Location: Triology Clubhouse, City of Brentwood

[Back To Past Speaking Engagements]

 

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2014

Date: August 20th, 2014
Topic: Estate Planning Basics / Avoiding Common Pitfalls
Location: Summerset II Clubhouse, City of Brentwood


may 2 small 300Date:
May 28th, 2014
Topic: Advanced Health Care Directive Workshop
Sponsor: Cortona Park Senior Living Facility
Location: 150 Cortona Way, City of Brentwood


Date:
May 21th, 2014
Topic: Wills, Trusts, and Guardianship
Sposor: Soropotimist Club
Location: Crow Canyon Country Club, City of San Ramon


Date:
May 16th, 2014
Topic: Health Expo for Boomers and Beyond
Sponsor: Senior Helpers
Location: Orinda Community Center, City of Orinda


Date:
April 23rd, 2014
Topic: Protecting for Now, Planning for Later
Sponsor: Kare Bears
Location: Summerset IV Clubhouse, City of Brentwood


Date:
April 22nd, 2014
Topic: Five Estate Planning Topics You Should Share with Your Children
Sponsor: Sons in Retirement
Location: Brentwood Golf Club, City of Brentwood


Date:
March 18th, 2014
Topic: Five Estate Planning Topics You Should Share with Your Children
Sponsor: Cortona Park Senior Living Community
Location: City of Brentwood

[Back To Past Speaking Engagements]

 

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2013

Date: October 17th, 2013
Topic: Five Estate Planning Topics You Should Share with Your Children
Sponsor: Eldercare Services
Location: Walnut Creek Library, City of Walnut Creek


may 6 small 300Date:
October 17th, 2013
Topic: Preparing for Widowhood
Location: Summerset III, City of Brentwood


Date:
April 9th, 2013
Topic: Estate Planning and Real Estate
Sponsor: WR Properties
Location: City of Brentwood


Date:
February 7th, 2013
Location: Summerset II Clubhouse, City of Brentwood

[Back To Past Speaking Engagements]

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2012

Date: February 22th, 2012
Topic: Basics of Estate Planning
Sponsor: National Council of Jewish Women
Location: Rossmoor, City of Walnut Creek


Date:
February 7th, 2012
Topic: Basics of Estate Planning
Location: Senior Center, City of Lafayette


Date:
January 12th, 2012
Topic: Medi-Cal Qualifications and Elder Law
Location: Altzheimer's Support Group, Mastick Senior Center, City of Alameda

[Back To Past Speaking Engagements]

 

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2011

Date: November 25th, 2011
Audience: Members of Summerset IV, City of Brentwood
Topic: Estate Planning Basics
Location: Summerset IV, Clubhouse, City of Brentwood

 
Date:
September 7th, 2011
Audience: Members of Summerset II, City of Brentwood
Topic: Estate Planning Basics
Location: Summerset II, Clubhouse, City of Brentwood

 
may 11 small 300Date:
Spring 2011
Audience: Residents, Cities of Pleasanton and San Ramon
Topic: Estate and Financial Planning
Location: Faz Restaurant, City of Pleasanton


Date:
March 25th, 2011
Audience: Contra Costa County Seniors
Topic: Advanced Health Care Directives
Location: Concord Senior Expo, Crown Plaza Hotel, City of Concord


Date:
March 7th, 2011
Location: Lafayette Senior Center, City of Lafayette


Date:
January 13th, 2011
Audience: Alzheimer’s Support Group
Topic: Medi-Cal and Estate Planning
Location: Mastick Senior Center, City of Alameda

[Back To Past Speaking Engagements]

 

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2010

Date: Fall 2010
Topic: How to Teach Your Kids About Money
Audience: Los Altos MUM's Group (Mothers Uniting Mothers)
Location: Los Altos United Methodist Church, City of Los Altos


Date:
October 5th, 2010
Topic: Avoiding Friction in Your Estate
Audience: City of Lafayette Seniors
Location: Lafayette Senior Center, City of Lafayette

 

dsc 1355 small 300Date: Summer 2010
Topic: Estate Planning Pitfalls
Audience: Members of Summerset IV
Location: Summerset IV Clubhouse, City of Brentwood


Date:
Spring 2010
Topic: How to Teach Your Kids Proper Spending Habits
Audience: City of Lafayette P.T.A
Location: Burton Valley Elementary School, City of Lafayette

 
Date:
Spring 2010
Topic: Estate Planning for Young Parents
Audience: Los Altos MUM’s Group (Mothers Uniting Mothers)
Location: Los Altos United Methodist Church, City of Los Altos


Date:
Spring 2010
Topic: Advanced Health Care Directives
Audience: Contra Costa County Seniors
Location: Concord Senior Expo, City of Concord

 
Date:
Spring 2010
Topic: Durable Powers of Attorney for Finances
Audience: Contra Costa County Seniors
Location: Concord Senior Expo, City of Concord

 

[Back To Past Speaking Engagements]