SF’s Official Free 2025 Estate + Tax Planning Conference w/ 1-on-1 Tips (City College)

Submitted by the Event Organizer

San Francisco’s Annual Family Wealth Conference – Saturday, August 16

Join us for a day of expert-led presentations, 1-on-1 consultations, and a community resource fair — all focused on building financial empowerment for the whole family.

Hosted by Assessor-Recorder Joaquín Torres, the event will feature personalized support on everything from property taxes and transfers to estate planning and homeowner protections. Attendees will also be able to meet one-on-one with Assessor’s Office staff to get any questions answered about Propositions 13 & 19, their Notice of Assessed Value, ownership records, and more.

Presentation Topics:

• Property Tax Essentials: Propositions 13 & 19 – Joaquín Torres, Assessor-Recorder

• Estate Planning 101 – Kendra Bowen, Housing & Economic Rights Advocates

• Navigating the Homeowners Insurance Crisis – Ramona Johanneson, Gallagher Risk Management

WHEN: Saturday, August 16 from 10:00 AM to 1:00 PM
WHERE: City College Multi-Use Building | 55 Frida Kahlo Way, SF

Please register to reserve your spot at sfwealth.eventbrite.com
Food and refreshments provided

This event is free and open to the public.

Interpretation available upon request: assessor@sfgov.org

Gratuito y abierto al público. Interpretación disponible a pedido.
是次的財富管理博覽會開放給公眾參與，費用全免，現場將會提供翻譯服務

Disclaimer: Please double check event information with the event organizer as events can be canceled, details can change after they are added to our calendar, and errors do occur.