MITCNC Event
Financial Planning Series: Planning Today For Tomorrow
Feb 06 - San Francisco
Financial Planning Series: Planning Today For Tomorrow
Feb 06 - San Francisco

You’ve built a valuable legacy, but do you have a plan in place to protect it?

Miranda Holmes, CFP®, ChFC®, CLU®, CRPC®, has 17 years of experience in helping individuals and their families answer that very question. As a Managing Director and Senior Financial Planner at First Republic Investment Management, she will outline key considerations for financial, estate and charitable giving plans. She will also provide advice and best practices on wealth transfer strategies.

As the chair of the Family Wealth Group at Farella Braun + Martel LLP, Lara Gilman also has a wealth of experience in estate and succession planning. She was recognized in the 2019 edition of The Best Lawyers in America® as one of the best trust and estates attorneys in the country. She will help to answer common questions about estate and gift tax planning, as well as the administration of trusts and estates.

Light refreshments will be provided.


Registration

MIT Alums ALUMS

Free

MIT Alums

Reserve Now

GENERAL ADMISSION

Financial Planning Series: Planning Today For Tomorrow at First Republic Bank 1 Front Street San Francisco, CA, 94111

San Francisco
MITCNC Event Tue, Jan 22 / 9:00 am PST
TIM' Garage Pop Up @ ColorBloq

435 Brannan St

#110

San Francisco, CA, 94107

Info and Registration
Peninsula
Affiliate Event Tue, Jan 22 / 6:00 pm PST
Stanford Faculty Club

439 Lagunita Drive

Stanford, CA, 94305

Info and Registration
South Bay
MITCNC Event Wed, Jan 23 / 7:00 pm PST
PACCAR Innovation Center

1275 Reamwood Ave

Sunnyvale, CA, 94089

Info and Registration
San Francisco
MITCNC Event Thu, Jan 24 / 6:00 pm PST
First Republic Bank

1 Front Street

San Francisco, CA, 94111

Info and Registration
Peninsula
MITCNC Event Sun, Jan 27 / 10:00 am PST
Sawyer Camp Trail

Skyline Blvd & Crystal Springs Rd

San Mateo, CA, 94401

View Details
Peninsula
MITCNC Event Tue, Jan 29 / 6:30 pm PST
PARC, a Xerox Company

3333 Coyote Hill Road

Palo Alto, CA, 94304

Info and Registration
San Francisco
MITCNC Event Thu, Jan 31 / 6:00 pm PST
First Republic Bank

1 Front Street

San Francisco, CA, 94111

Info and Registration
Peninsula
MIT Event Tue, Feb 5 / 6:00 pm PST
Crowne Plaza Palo Alto

4290 El Camino Real

Palo Alto, CA, 94306

Info and Registration
San Francisco
MIT Event Thu, Feb 7 / 6:00 pm PST
InterContinental

888 Howard Street

San Francisco, CA, 94103

Info and Registration
San Francisco
MITCNC Event Sat, Feb 16 / 8:00 pm PST

151 Potrero Ave.
San Francisco, CA 94103

Info and Registration