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

You may think an estate plan is only something that a select few have to prepare. Estate plans are, in fact, essential for a wide variety of people – from entrepreneurs who are watching their company grow to children preparing to inherit. Your legacy is valuable. 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 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, with an emphasis on tactics commonly used by Bay Area entrepreneurs.

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.

This event is sponsored by

Event Closed

Date and Time

Wednesday, February 06, 2019
6:00 PM - 9:00 PM PT

Add to Calendar

Location

First Republic Bank
1 Front Street
San Francisco, CA, 94111

View Map

Speakers

Upcoming Events

Find information and tickets of upcoming events at MIT Club of Northern California, like conferences, talks, cycling trips and much much more

Health Through AI: Revolutionizing Chronic Care & Patient Experience
MITCNC Event LOS ALTOS

Health Through AI: Revolutionizing Chronic Care & Patient Experience

Thu, Sep 28 6:00 pm PT
Garden House

400 University Ave., Los Altos, CA, 94022

Info and Registration
Museum: Cantor Arts Center
MITCNC Event PENINSULA

Museum: Cantor Arts Center

Sat, Sep 30 11:15 am PT
Cantor Art Center

328 Lomita Drive at Museum Way, Stanford, CA, 94305

Info and Registration
”Reimagine SF” Hackathon w/ MIT alum & SF Council Member
MITCNC Event SAN FRANCISCO

”Reimagine SF” Hackathon w/ MIT alum & SF Council Member

Mon, Oct 2 5:30 pm PT

370 7th Street, Unit #12, San Francisco, CA, 94103

Info and Registration
Space Industry Event
MITCNC Event LOS ALTOS

Space Industry Event

Sat, Oct 7 12:30 pm PT
The Garden House

400 University Ave., Los Altos, CA, 94022

Info and Registration
Educational Council Brunch and MIT Admissions Central Meeting
MITCNC Event SOUTH BAY

Educational Council Brunch and MIT Admissions Central Meeting

Sun, Oct 8 11:00 am PT
Doubletree Hotel

2050 Gateway Place, San Jose, CA, 95110

Info and Registration
MITCNC Talks Science Series: Reversing the Aging Clock
MITCNC Event

MITCNC Talks Science Series: Reversing the Aging Clock

Sat, Oct 14 1:00 pm PT
Valley Research Park

319 N Bernardo Ave, Mountain View, CA, 94043

Info and Registration
Bike Ride: 23rd Annual Cycling Trip to Tiburon
MITCNC Event SAN FRANCISCO

Bike Ride: 23rd Annual Cycling Trip to Tiburon

Sun, Oct 15 10:00 am PT
Pier 41, Fisherman's Wharf

San Francisco, CA, 94133

Info and Registration
MIT AI Conference 2023
MITCNC Event SOUTH BAY

MIT AI Conference 2023

Sat, Oct 21 8:00 am PT
Computer History Museum

1401 North Shoreline Blvd, Mountain View, CA, 94043

Info and Registration
Celebration of Africa Entrepreneurs at SF Museum of Africa Diaspora
Affiliate Event SAN FRANCISCO

Celebration of Africa Entrepreneurs at SF Museum of Africa Diaspora

Mon, Oct 23 3:30 pm PT
Museum of the African Diaspora

685 Mission Street, San Francisco, CA, 94105

Info and Registration
Hike: Castle Rock State Park
MITCNC Event SOUTH BAY

Hike: Castle Rock State Park

Sat, Oct 28 9:30 am PT

Castle Rock Trail, Unnamed Road, Saratoga, CA 95070

Info and Registration

Become a Member

Join the MIT Club of Nothern California today!

Member is open to all MIT graduates.

Join Now!