Estate Planning Essentials Workshop

November 16, 2025 / 2:00 PM–4:00 PM

Get your affairs in order with confidence — we provide expert guidance with a personal touch. The Museum’s Planned Giving Advisory Council will present a free, two-hour public workshop on the essentials of estate and legacy planning.

Presentations by expert speakers will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.

This is an in-person event. The workshop lasts until 4:00, but interested attendees are welcome to linger until 5:00 PM for a meet-and-greet with the presenters and other estate planning professionals.

Please RSVP to amcfarling@sbnature2.org or 805-682-4711 ext. 179.

Presenters:

  • Tiffany Goodall, CPA
  • Brett Piersma, Estate Attorney
  • Tamara Skov, CLPF 
  • Denise Stevens, Planned Giving Professional 

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