What we cover: We provide multiple Estate Planning Seminars to educate the community.  All seminars are education based and not a sales presentation. 

 

Estate Planning for the Family:  In this seminar we cover, why you and your family need an estate plan.  We define:  what is a will, what is a trust, what is an advanced health care directive, and what is a durable power of attorney.  We cover common pitfalls in estate planning and what are the scams to be avoided.  If the seminar is presented at a faith based organization we exand the topics to include biblical perspectives.

 

Estate Planning for the Small Business:  In this seminar we cover how to plan for your business in the event of incapacity or death.  We go over concepts that will allow you to maximize the value of your business so that your loved ones will receive the benefit of all your effort.  We talk about succession planning so that your business can continue on when you are unable to do so.

 

Avoiding Financial Elder Abuse:  Matthew M. Hart has been certified by the State Bar of California as a Speaker for their Avoiding Financial Elder Abuse program.  This seminar is sponsored by the State Bar of California and is intended to educate seniors on the many scams that try to steal their hard earned savings.

 

Custom Seminars:  In addition to the Estate Planning seminars, we partner with other professionals to provide custom seminars that will cater to your specific organizational needs.

 

Scheduling:  If you would like to schedule one of the above seminars for your group, please call our office at

925-754-2000.  All seminars are provided at no cost or obligation.

 

 

 

          June 14th, 2009 - Calvary Temple Church
                                       Concord

September 15th, 2009 - Hillcrest Terrace Senior     
                                       Center, Antioch

 December 11th, 2009 - The Commons at Dallas
                                       Ranch, Antioch

    January 23rd, 2010 - Calvary Temple Church
                                       Concord

April 13th, 2010 - Antioch Chamber of Commerce

August 5th, 2010 - Antioch Rotary

September 15th, 2010 - Pittsburg Senior Center

September 16th, 2010 - Antioch Senior Center

January 12th, 2011 - Los Medanos Community     
                                  College (Avoiding Financial
                                  Elder Abuse)

February 20th, 2011 - Calvary Temple Church,
                                    Concord (Avoiding Financial
                                    Elder Abuse)
March 27th, 2011 - The Commons at Dallas Ranch,
                                Antioch (Estate Planning for the
                                Family)

April 12th, 2011 - Los Medanos Community College
                             (Estate Planning for the Family)


July 13th, 2011 - Petsas and Hill client education
                            series, Martinez (Round table
                            discussion about estate planning)