From the SF Office of the Assessor-Recorder. This popular and well-received forum, to be held again on March 24, provides free help to to SF families in financial planning. 

In March, 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 Forum. 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 Forum as a one-stop shop to answer those questions, offering multilingual workshops, one-on-one counseling with experts, and a variety of informative vendors.  We invite you to join us for this free community event on Saturday, March 24^th, 2018, from 10:00 am – 1:00 pm at Lincoln High School, 2162 24^th Avenue.  For more information and to register, please visit www.sfassessor.org/familywealthforum

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.

[Flyer in Chinese click here.. Flyer in Spanish click here.}