The Office of San Francisco Assessor Carmen Chu and the HCCSF, would like to invite you to our first Digital Family Wealth Forum, taking place online on July 18, 2020, from 10 A.M. to 1 P.M. Our office normally hosts a yearly Family Wealth Forum – an event that covers estate planning basics and financial advice for homeowners and business owners. While it was originally scheduled on May 2, 2020 at Balboa High School, the Forum has been cancelled due to the COVID-19 outbreak. However, we understand that financial assistance is needed now more than ever, so we decided to bring the knowledge and expertise of our usual forum directly to the homes of you and your constituents. We invite you to join us and to ask anyone you know who’d be interested to help spread the word!
This free webinar, named “Build Your Financial Resilience,” will offer a series of presentations and panel discussions to help your constituents build solid financial futures for themselves and their families in the wake of COVID-19. We’ll invite financial experts and estate planners to cover topics such as immediate financial assistance for homeowners and families, estate planning basics and guide, as well as personal finance management, including accessing retirement plan funds and managing mortgage forbearance. Each session will include a Q&A segment to help answer attendees’ questions.
Register here today!
The event will take place through Zoom webinar. Once registered, login access will be emailed to you within 1-2 days. Details on the event will continue to be updated on our website (sfassessor.org/
familywealthforum). The event is free of charge and will be conducted in English, while Spanish and Cantonese interpretation will also be available.