• Upcoming Events

An insightful 5-part series on Retirement Planning for the LGBT community. The complimentary seminars include:

Setting A Course for Higher Returns: Investment strategies for today's market. This discussion will focus on fundamental portfolio construction, reducing the tax impact on portfolio gains, and understanding the global dynamics that impact your investments.
San Francisco: May 1
Mill Valley: May 2

Giving Back to Your Faith and Leaving a Legacy for Your Community. Guest speakers from the Horizons Foundation and the Episcopal Church will join the series hosts to discuss trends in charitable giving, creating a charitable legacy, and understanding the tax efficient vehicles for charitable giving.
San Francisco: May 8
Mill Valley: May 9

Estate Planning: Protecting Your Family and Your Assets. Deb L. Kinney will discuss important estate planning tools, real property reassessment rules, and the new law requiring joint California state income tax filings for registered domestic partners.
San Francisco: May 15
Mill Valley: May 16

Long Term Care Insurance: How to Objectively Evaluate Your Need. This conversation will include information about the mechanisms, benefits and challenges of long term care, as well as suggestions for approaching long term care within your financial strategy.
San Francisco: May 22
Mill Valley: May 23

I'm Inheriting Wealth - What Should I Do Now? This event will provide tips on how to process your inheritance and manage a financial windfall to minimize tax liability.
San Francisco: May 29
Mill Valley: May 30

Deb L. Kinney of DLKLawGroup, PC is an attorney specializing in estate planning, trust administration and probate for the LGBT community. She will co-host this series with Michael Leeder of Merrill Lynch.

The San Francisco seminars will be held at 600 California Street, 7th Floor, San Francisco. The Mill Valley seminars will be held at 2 Belvedere Place, Mill Valley. All seminars will begin at 6:30 p.m.