Location
United States
Date & Time
12:00pm PDT - 1:15pm PDT
About This Event
Complimentary Estate Planning Webinar
In recognition of National Make-A-Will Month, the Ecology Center invites you to join us for a complimentary educational webinar on estate planning. Whether you're creating your first estate plan or updating an existing one, this session will provide practical guidance from trusted local legal and financial professionals in a welcoming, no-pressure environment.
Estate planning is about more than preparing documents—it's an opportunity to protect the people you love, reflect your values, and create a plan for the future. During this webinar, you'll learn the essential components of an estate plan, when it may be time to review or update your documents, and how to incorporate charitable giving if it aligns with your personal goals.
The webinar will feature:
- Alexandra Ayoub and Rachel Dodson, Estate and Probate Attorneys with Ayoub & Dodson
- Brian Kozel, Chief Investment Officer at North Berkeley Wealth Management
The presentation will last approximately 45 minutes, followed by a live Q&A where you'll have the opportunity to ask our presenters questions.
What You'll Learn
- The fundamentals of wills, trusts, powers of attorney, and advance healthcare directives
- When it's time to review or update your estate plan
- How beneficiary designations fit into your overall planning
- Practical financial planning considerations for the future
- Ways charitable giving can be incorporated into an estate plan
Who Should Attend
This webinar is ideal for anyone who is creating an estate plan for the first time, updating an existing plan, or simply interested in learning more about the estate planning process.
While we'll introduce the Ecology Center's new Legacy Circle and discuss planned giving as one option, there is absolutely no obligation to make a charitable gift. Our goal is to provide helpful, trustworthy information that empowers you to make informed decisions for yourself and your loved ones.
Reserve Your Spot
We hope you'll join us for this informative conversation and take advantage of this complimentary resource for our community.
Can't make it? Register anyway—we'll send a recording to all registrants after the webinar.
About This Event
Complimentary Estate Planning Webinar
In recognition of National Make-A-Will Month, the Ecology Center invites you to join us for a complimentary educational webinar on estate planning. Whether you're creating your first estate plan or updating an existing one, this session will provide practical guidance from trusted local legal and financial professionals in a welcoming, no-pressure environment.
Estate planning is about more than preparing documents—it's an opportunity to protect the people you love, reflect your values, and create a plan for the future. During this webinar, you'll learn the essential components of an estate plan, when it may be time to review or update your documents, and how to incorporate charitable giving if it aligns with your personal goals.
The webinar will feature:
- Alexandra Ayoub and Rachel Dodson, Estate and Probate Attorneys with Ayoub & Dodson
- Brian Kozel, Chief Investment Officer at North Berkeley Wealth Management
The presentation will last approximately 45 minutes, followed by a live Q&A where you'll have the opportunity to ask our presenters questions.
What You'll Learn
- The fundamentals of wills, trusts, powers of attorney, and advance healthcare directives
- When it's time to review or update your estate plan
- How beneficiary designations fit into your overall planning
- Practical financial planning considerations for the future
- Ways charitable giving can be incorporated into an estate plan
Who Should Attend
This webinar is ideal for anyone who is creating an estate plan for the first time, updating an existing plan, or simply interested in learning more about the estate planning process.
While we'll introduce the Ecology Center's new Legacy Circle and discuss planned giving as one option, there is absolutely no obligation to make a charitable gift. Our goal is to provide helpful, trustworthy information that empowers you to make informed decisions for yourself and your loved ones.
Reserve Your Spot
We hope you'll join us for this informative conversation and take advantage of this complimentary resource for our community.
Can't make it? Register anyway—we'll send a recording to all registrants after the webinar.
Location
United States
Date & Time
12:00pm PDT - 1:15pm PDT