SF Assessor’s office to hold free estate planning-counseling event

/ 12:46 AM August 30, 2017

SAN FRANCISCO – The City Assessor-Recorder’s Office’s is holding its first Family Wealth Forum on September 30, at 10 a.m. -1 p.m., at City College (Ocean Campus).  The event supports city residents with information and resources they need to start building and planning for their family’s financial futures.


Assessor Carmen Chu often receives questions about estate planning and passing on a family’s most valuable asset, the family home. In response, she has created the Family Wealth Forum as a one-stop shop to answer those questions. The event will provide individual attention through one-on-one counseling with experts and estate planners. It is free and open to the public.

Assessor Carmen Chu’s Free Family Wealth Forum


Date: September 30, 2017

Time: 10am-1pm

Venue: City College (Ocean Campus), 50 Phelan Avenue, San Francisco, CA 94112

Event offers: Free one-on-one counseling with experts. Multilingual workshops. Exhibitors hall.

Register: http://sfassessor.org/familywealthforum

Call: (415) 554-7434

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TAGS: City College of San Francisco, estate counseling, estate planning, expert financial advice, Family Wealth Forum, financial future, San Francisco City Assessor-Recorder Carmen Chu
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