Our law firm regularly conducts free, personalized, private, educational seminars for a number of sponsored groups on various estate planning subjects. This is a great opportunity for you to invite your members, donors, clients, employees and/or friends to a private seminar to learn more about their estate planning options and reiterate your message of the importance of planning. Whether it’s a Power Of Attorney and Health Care documents or a Will or Trust, they will thank you for thinking of them.
Here are some of the notable organizations we have addressed:
- Santa Clara County Association of Realtors, March 2019
- Valley Church Golden Agers, February 2019
- Keller Williams Silicon Valley, May 2018
- Parents Helping Parents, February 2018
- West Hope Presbyterian Church, November 2017
- Intero Real Estate, August 2017
- RPEA, April 2017
- SIRs Branch 32, March 2017
- Paseo de Palomas, March 2017
- Saratoga Fed Church, September 2016
- Sunnyvale Community Services, January 2016
- Professional Fiduciary Association, August 2015
- Valley Church Golden Agers, March 2015
- Parents Helping Parents, February 2015
- Evergreen Valley College, August 2014
- Parents Helping Parents, May 2014
- Palo Alto Unified SD, April 2014
- SarahCare of Campbell, July 2013
- AARP Local Chapter, Campbell Community Center, May 21, 2013
- Parents Helping Parents, San Jose (link to April 2013 presentation information)
- El Camino Hospital Retirees Association, March 2013
- 23rd Annual Far West Roundup Financial Planner Retreat (link to 2012 information on retreat and speakers)
- Parkinson’s Support Group, The Villages, San Jose
- St. Williams Parish Senior Group, Los Altos
- San Jose Deaf Seniors Club
- Alzheimer’s Activity Center Caregiver Support Group, San Jose
- National Alliance for the Mentally Ill, Santa Clara (link to May 2011 NAMI Santa Clara newsletter with information on 5/10/11 presentation)
- Santa Clara County Federal Credit Union
- San Jose Retired Employees Association (link to August 2010 SJREA newsletter with a write up of Roy W. Litherland’s 8/5/10 presentation to the SJREA on Living Trusts and Estate Planning)
- County of Santa Clara Child Support Services
- Baker West Neighborhood Association (link to August 2011 Baker West Newsletter Regarding 9/7/11 Presentation by Lois G. Tager, Director or Geriatric Care Management at the Litherland, Kennedy & Associates, APC, Attorneys at Law)
- O’Connor 89ers
- San Jose Area Home Economists
- Mended Hearts Group
- Willow Glen Rotary Club
- San Jose Retired Employees Association (link to the SJREA newsletter with a write up of Roy W. Litherland 10/1/09 presentation to the SJREA on Medi-Cal Planning)
- American Association of Individual Investors Silicon Valley Chapter
- Felton Bible Church Senior Group
- Woodside Terrace, Redwood City, Brookdale Senior Living
- Los Gatos History Club
- Civics Club of San Jose
- Saratoga Senior Center
- KeyPoint Credit Union
- Cisco Systems
- Omron STI
- Koehler & Associates CPAs/Dynamic Wealth Strategies (link to Dynamic Wealth Strategies endorsed link of The Law Offices of Roy W. Litherland)
- American Heart Association
- Securities America Campbell
- University of Santa Clara Staff and Alumni
- OmGen, LLC
- Ohlone College Foundation
- Daughters of the American Revolution
- Wealth Preservation LLC
- Grisalin & Associates
- Alliance Title
- Cathedral of Faith Church
