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Register 30 Seats Remaining

The Financial Side of Estate Planning Evening

Beyond Wills and Trusts
2026-09-15 18:00:00 2026-09-15 19:00:00 America/Los_Angeles The Financial Side of Estate Planning Evening Join us for a free educational workshop: The Financial Side of Estate Planning: Beyond Wills and Trusts. Capitola Branch - Ow Family Community Room - AFTER HOURS

Tuesday, September 15
6:00pm - 7:00pm

Add to Calendar 2026-09-15 18:00:00 2026-09-15 19:00:00 America/Los_Angeles The Financial Side of Estate Planning Evening Join us for a free educational workshop: The Financial Side of Estate Planning: Beyond Wills and Trusts. Capitola Branch - Ow Family Community Room - AFTER HOURS

Capitola Branch

Ow Family Community Room - AFTER HOURS

Join us for a free educational workshop: The Financial Side of Estate Planning: Beyond Wills and Trusts.

Estate planning is usually treated as a legal task, but many decisions that determine how assets transfer are financial ones. This free educational workshop covers what wills and trusts do and don't control, how beneficiary designations and account titling affect outcomes, common mistakes that create unintended consequences, and how tax and family goals fit together. Attendees receive a readiness checklist.

Presented by Daniel L. Foss, ChFC, CLU.

Free and open to the community. Registration is recommended, and walk-ins are welcome. Light refreshments provided.

Educational purposes only. No financial products or services are offered or promoted, and no individualized financial, tax, or legal advice is provided.

Register for the noon event here.

Register for 6pm event here.

AGE GROUP: | Adults 18+ years |

EVENT TYPE: | Financial Literacy |

Capitola Branch
Phone: 831-427-7705
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The Financial Side of Estate Planning Noon - Beyond Wills and Trusts
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The Financial Side of Estate Planning Evening - Beyond Wills and Trusts
Tue, Sep 15, 6:00pm - 7:00pm
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