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SF Assessor Offers Family Wealth Forum

February 17, 2018 by Bonnee Waldstein

Thanks to Betsy Eddy for forwarding this.

Family Wealth Forum

On Saturday, March 24th, the Office of Assessor Carmen Chu will bring back by popular demand our large-scale educational event, the Family Wealth Forum.

Often when speaking with community members, Carmen receives questions about tax savings, estate planning, and passing on a family’s most valuable asset, their home. In response, she created the Family Wealth Forum as a one-stop shop to answer those questions.  What makes the event unique is that we provide individual attention as a feature of this large educational event by offering free one-on-one counseling with estate planning and tax experts, certified financial planners, and staff from our office.  Our last Family Wealth Forum in September 2017 was a huge success, attracting close to 400 attendees from every district in San Francisco, with 96% of evaluation respondents recommending the event be held again.  The event was so successful that we plan to host it again on Saturday March 24th, from 10:00 am – 1:00 pm at Lincoln High School, 2162 24th Avenue.

We are really excited about this effort to support San Franciscans in these vital areas of asset building and planning for the future, which can so often be overlooked.  I’m emailing for a couple of reasons.

  1. I hope you will consider attending the event.  We encourage you to register in advance by visiting www.sfassessor.org/familywealthforum
  2. Please support the event by helping to spread the word to San Franciscans within your network, particularly families and seniors.  I’ve attached our event flyer, as well as included some promotional materials below.

Please feel free to give me a ring if you have any questions.  Thanks in advance for your consideration of this request and for your support of this valuable community event we are creating. We hope to see you there!

Nicole J. Agbayani

Office of the Assessor-Recorder
City & County of San Francisco
1 Dr. Carlton B. Goodlett Place

San Francisco, CA 94102

(415) 554-7434

Filed Under: Uncategorized

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IMPORTANT UPCOMING DATES

Upper Noe Neighbors Community Meeting Wednesday, May 21, 7 p.m.
Upper Noe Recreation Center auditorium
295 Day Street
Agenda


San Francisco Department of Public Works logoDPW Love Our City
District 8 Cleanup Day
Saturday, June 7, 9 a.m. to afternoon
Learn more and sign up here


 

Logo Center for Creative Exploration

The Center for Creative Exploration
Explore all the Colors of the Rainbow
one-day workshop
Saturday, June 7, 10 a.m. to 4 p.m.
300 Chenery Street
Learn more and link to registration here


Weeding Party
June 21, 10 a.m. to noon
100 block of Arlington at Charles
Join neighbors on the North end of the Cut to keep down the weeds and beautify top to bottom. Tools, lunch and good company provided.



Stop the bleed logoStop the Bleed Workshop
Thursday, June 26, 6-9 p.m.
St. Aidan’s Church
To learn more, click here


Monthly cleanup on the Greenway
First Saturday of the Month (usually)
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Friends of Glen Canyon’s
Glen Canyon Habitat Restoration
Every third Saturday 9:30 a.m to noon
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Questions? Call 415-239-4007


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Renew Your Glen Park Association Membership for 2025

Join the Glen Park Association and help promote our community’s interests. Together, we can secure improvement funds, publicize neighborhood concerns and strive to speak as one voice on neighborhood and city issues.

Membership in the Glen Park Association is only $10 annually and can be purchased online.

Glen Park Association Advertising Sponsors

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GPA Ad- Perez Construction ad 6.27.22 v Glen Park
moroco
Center for Creative Exploration - adult
JE_Digital Small Space Ad
Diamond Heights Digital Ad
GPA Ad- Perez Construction ad 6.27.22 v Glen Park
moroco
Center for Creative Exploration - adult
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Glen Park Association is in Glen Park.
9 hours ago
Glen Park Association

Tuesday was a star-studded day at Glen Park BART when Seth Rogen and Olivia Wilde spent much of the afternoon filming a new romantic comedy titled “The Invite” in the station.

For more on this story..Check out the article by Elizabeth Weise on the Glen Park News Blog:
“Seth Rogen & Olivia Wilde filming at Glen Park BART”

Visit Link in Bio or our website: www.glenparkassociation.org
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Tuesday was a star-studded day at Glen Park BART when Seth Rogen and Olivia Wilde spent much of the afternoon filming a new romantic comedy titled “The Invite” in the station.

For more on this story..Check out the article by Elizabeth Weise on the Glen Park News Blog: 
“Seth Rogen & Olivia Wilde filming at Glen Park BART”

Visit Link in Bio or our website: www.glenparkassociation.org
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Glen Park Association is at San Francisco Public Library Glen Park Branch.
4 days ago
Glen Park Association

Photos and Fun courtesy of the Glen Park Library!
It was a great turnout at the Glen Park Library Open House on Saturday May 17th!

Thank you to all who attended and a big thank you to Glen Park Branch Library Manager Darren Heiber and his staff for a fantastic day!! 🙌🏽

San Francisco Public Library Arion Press | Artist Books Museum of Craft and Design Rafael Mandelman 🏳️‍🌈 #glenparklibrary #arionpress #museumofcraftanddesign #glenparksf #sanfrancisco #InCommunity
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Photos and Fun courtesy of the Glen Park Library! 
It was a great turnout at the Glen Park Library Open House on Saturday May 17th!

Thank you to all who attended and a big thank you to Glen Park Branch Library Manager Darren Heiber and his staff for a fantastic day!! 🙌🏽

@sfpubliclibrary @arionpress @museumofcraftanddesign @rafaelmandelmand8 #glenparklibrary #arionpress #museumofcraftanddesign #glenparksf #sanfrancisco #incommunity
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Upper Noe Neighbors

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