Continuing Education on Successfully Closing Legacy and Estate Plans

Please join us on Thursday, September 15th for a four-hour continuing education approved session on how to implement a successful legacy plan. Pamela Cundy will guide us through the Heritage Process™ to help families articulate a strong sense of identity and tradition to pass on to the next generation. This hands-on workshop will take us through the theory with practical application.

This is one of a series of workshops The San Francisco Foundation will offer to its valued advisors over the next year.

Schedule:
11:30 a.m. Registration
12:00 p.m. Lunch and Networking
1:00 p.m. - 5:00 p.m. Program

Please RSVP to Brenda Jin by September 1 at bjin@sff.org or 415.733.8502