Lunch with Leilani
Lunch with Leilani is a new virtual segment hosted by Placer SPCA CEO, Leilani Fratis. Once a month, Leilani will highlight a new topic of interest. This virtual event is free and open to the public via Zoom.
Monday, November 15, 2021 12:30pm – 1:30pm
“Ask a Professional – for Free!”
Please join us for a lunch with Leilani as she asks all the questions that YOU want to know (and might be afraid to ask). She will be joined by some professionals who work closely with the Placer SPCA and their donors. Leilani sits down with estate planning and financial professional to talk about what YOU need to know about taxes, gifting, estate planning, etc. And the best part is you can submit your questions ahead of time to get them answered.
On the panel will be Estate Planning Attorney Ali Goff, Financial Planner Tony Owings, Reverse Mortgage Specialist Launi Cooper, Fiduciaries Michael Storz and Heidi Steinke and, and CPA Diane Falzarano.