Sat Sept 29: ‘Family Wealth Forum’ — free event for family financial planning

From the SF Office of the Assessor-Recorder. This popular and well-received forum regularly provides free help in financial planning to SF families, this time with a special workshop on safeguarding against elder financial abuse. 

In September, Assessor Carmen Chu is bringing back by popular demand her Office’s community event to help San Francisco families build their financial futures, the Family Wealth Workshop. [More information below image.]

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Often when speaking with community members, Assessor Chu receives questions about estate planning and passing on a family‘s most valuable asset, their home. In response, she created the Family Wealth event series as a one-stop shop to answer those questions.  The event this September will offer guidance on property tax savings for families, estate planning, and safeguarding against financial abuse, especially for seniors.  We invite you to join us for this free community event on Saturday, September 29, 2018, from 3:00 – 5:00 pm at Eureka Valley Recreation Center, 100 Collingwood Street. 

For more information and to register, please visit

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7.2018_FWW flyer


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