Building Blocks to Successful Estate and Gift Planning Workshop

Posted: Friday, March 9, 2018

March 13, 2018
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 /

Building Blocks to Successful Estate and Gift Planning
A Special Gift to our community, in support of the Improving Financial Awareness & Financial Literacy Movement and April being National Financial Literacy Month
Lecture / Panel Discussion / Nibbles and refreshments will be served
May 1, 2018, Tuesday | 6 - 8 pm | Monterey Public Library, Community Room
Estate planning can seem a daunting and insurmountable task for some. Yet it’s one of the most important things you can do for yourself and your loved ones. You will learn: estate planning overview, common estate planning terms, core documents that will be prepared, six steps to successful estate and gift planning, information necessary to begin planning, considerations in choosing an attorney, working with advisors, and tips to save you time and money. Attendees will also receive an invaluable complimentary set of personal finance publications that include new 2018 tax laws.

This workshop is sponsored by the Friends of the Library, Monterey Public Library Endowment Committee, the Communities Advancing the Arts Fund of the Community Foundation for Monterey County, and The Financial Awareness Foundation. Adults are invited to attend. Admission is free, and reservations are required. Call (831) 646-5632 or email The Monterey Public Library is located at 625 Pacific Street, Monterey.
Speakers -
Allison Barrientos, CPA, CFP, Partner, Integris Wealth Management |
Cynthia Healy, CPA, CFE, CSA, Pres.,Security Financial Advisors |
Kyle Krasa, Esquire, Certified Specialist in Estate Planning, Trust & Probate Law |
Kris Toscano, CPA, Partner, Hayashi Wayland |
Carmine Lepiane, CPA, Vanderbilt CPAs PC |

Event Website – Monterey Public Library
Partner Website: The Financial Awareness Foundation, a 501 (c) (3) non-profit


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