• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

The Glen Park Association

Up-to-the-minute news from Glen Park

  • Home
  • Glen Park Association
    • About the Glen Park Association
    • Join the GPA
    • GPA Board Contacts
    • GPA Meeting Minutes
    • Bylaws
    • Treasurer Report
    • Neighborhood boundaries
    • Donate
  • Glen Park News
  • Editor’s Picks
  • Greenway
    • Greenway Plan
    • Donate
  • Contact
    • Event Submission
    • Story Submission

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

Primary Sidebar

IMPORTANT UPCOMING DATES

See the Latest Edition of the Glen Park News

Get Involved with the Glen Park Association


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.

Current Weather & Air Quality

Sign Up for Email Notifications

* indicates required

Glen Park featured on…

FacebookSF ChronInstagramTwitter

Blog Roll

Bernalwood
Coyote Yipps
Diamond Heights Boulevard Median project
Friends of Monterey Boulevard
Glen Park Neighborhoods History Project
Friends of Noe Valley Rec Center
Open SF History
Sunnyside Conservatory
Sunnyside History
Sunnyside Neighborhood Association
Tramps of San Francisco
Upper Noe Neighbors

Join the Glen Park Association on Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Glen Park Association
4 weeks ago
Glen Park Association

👮‍♀️ Join Ingleside Captain Woon, Supervisor Mandelman and a respresentative from the DA's office at a:

Glen Park and Diamond Heights Public Safety Town Hall
February 17th
6:00PM

Register for Zoom information at: us02web.zoom.us/meeting/register/tZYvd-uuqTgoGdEdylqiz2CnKVMiIDXFfkD5.

Our watch via livestream on Supervisor Mandelman's Facebook page: www.facebook.com/rafael.mandelman.
... See MoreSee Less

👮‍♀️ Join Ingleside Captain Woon, Supervisor Mandelman and a respresentative from the DAs office at a:

Glen Park and Diamond Heights Public Safety Town Hall
February 17th
6:00PM

Register for Zoom information at: https://us02web.zoom.us/meeting/register/tZYvd-uuqTgoGdEdylqiz2CnKVMiIDXFfkD5.

Our watch via livestream on Supervisor Mandelmans Facebook page: https://www.facebook.com/rafael.mandelman.
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
View Comments
  • Likes: 5
  • Shares: 0
  • Comments: 0

Comment on Facebook

Glen Park Association
1 month ago
Glen Park Association

Our intrepid reporter Heather World has the story on a new Amos Goldbaum mural coming to Glen Park! Want to know more and find out how you can help? We have all the details at www.glenparkassociation.org/amos-goldbaum-mural-in-gp/ ... See MoreSee Less

Our intrepid reporter Heather World has the story on a new Amos Goldbaum mural coming to Glen Park! Want to know more and find out how you can help? We have all the details at https://www.glenparkassociation.org/amos-goldbaum-mural-in-gp/
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
View Comments
  • Likes: 5
  • Shares: 1
  • Comments: 0

Comment on Facebook

Glen Park Association Blog Archives

Copyright © 2021 · Metro Pro on Genesis Framework · WordPress · Log in