Workshop: Legacy Planning

Plan for your future with confidence in this insightful workshop on legacy planning and retirement readiness. Learn practical strategies to protect what matters most, gain actionable insights to strengthen your financial plan and explore resources to guide your next steps. Whether you’re just beginning your planning journey or looking to refine your approach, this session offers valuable guidance to help you make informed decisions for yourself and your loved ones.

Presented in partnership with the San Francisco Financial Empowerment Center, Housing and Economic Rights Advocates (HERA) and Advisers Give Back.

The San Francisco Financial Empowerment Center provides free, confidential, one-on-one, personalized financial guidance with a certified financial counselor. This program is open to anyone living, working or receiving services in San Francisco (including noncitizens). Financial counselors provide sessions on the following financial topics: improving your credit score, increasing your savings, opening a safe and affordable bank account, assessing your public benefits options, navigating any changes in your income, communicating with loan servicers and debt collectors, managing and reducing debt and learning more about your consumer rights. Find out more and sign up for one-on-one counseling here. 

Housing and Economic Rights Advocates (HERA) is a non-profit law office with a broad economic justice and anti-discrimination mission that helps low- and moderate-income California residents – unhoused, tenants and homeowners – address debt and credit problems that threaten their ability to survive, and that helps residents protect the family home through estate planning and probate legal services.

Advisers Give Back, a non-profit organization, offers free, personalized financial planning services to individuals who have savings under $250,000 and annual incomes below $100,000 (singles) or $150,000 (married couples). Volunteer advisers provide convenient, virtual guidance without selling financial products or soliciting business.