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 expand 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)
July 13th, 2011 – Petsas and Hill CPA’s client Event (Estate Planning for the Family)
October 10th, 2011 – Eskaton Adult Living in Brentwood (Avoiding Financial Elder Abuse)
June 11th, 2012 – Estate Planning Attorneys Group (Technology for the Estate Lawyer)
July 18th, 2012 – Summerset III (Avoiding Financial Elder Abuse)
October 4th, 2012 – Summerset I (Avoiding Financial Elder Abuse)
October 17th, 2012 – Summerset IV (Avoiding Financial Elder Abuse)
February 19th, 2013 – State Farm Client Appreciation Event (Estate Planning for the Family)
June 12th, 2014 – Sutter Delta Grief Group (Estate Planning After the Loss of a Loved One)
August 7th, 2014 – Antioch Rotary (Estate Planning for the Family)
October 9th 2014 – Sutter Delta Grief Group (Estate Planning After the Loss of a Loved One)