Event name
Financial Fitness: Estate Planning Issues for Seniors
When
Tue 01 / 09 / 2018
11:00 AM to 12:00 PM
11:00 AM to 12:00 PM
Where
Lafayette-Orinda Presbyterian Church - Oak Room
49 Knox Drive
Lafayette CA 94549
49 Knox Drive
Lafayette CA 94549
Who can attend
Open to all
Limited Capacity: 14 spots available
Price
FREE
Organizer
Peggy Cabaniss
Lamorinda Village is proud to present a series of workshops on financial topics that are important and relevant for seniors. Our speakers are all experienced investment advisors who work daily with clients and advise them on these issues.
Please join us on the following Tuesday morning, from 11:00 AM – 12:00 PM at the Oak Room at the Lafayette Orinda Presbyterian Church (LOPC).
Tuesday, January 9, 2018 – Estate Planning Issues for Seniors – presented by Robert Jacques, MBA, CFP®, Senior Vice President and Partner, Destination Wealth Management, Walnut Creek
Robert is a Senior Vice President and Partner, Wealth Strategy at Destination Wealth Management. He has worked in the financial services industry since 1993. A Certified Financial PlannerTM (CFP®) since 1995, Robert has extensive experience in financial planning, investments, private banking, lending, insurance, and estate planning.
As Senior Vice President, he is responsible for developing firm relationships with clients, business partners, non-profit groups, corporate and civic organizations, and professionals. Prior to rejoining the firm in 2014, Robert worked for Union Bank and Citigroup as a private banker working with high net worth individuals and commercial businesses. He first joined Destination Wealth Management from 2000 to 2007.
Robert currently serves on the Board of Directors of the Regional Parks Foundation and is chair of their planned giving committee. Robert is a member of the East Bay Estate Planning Council and the Estate Planning Council of Diablo Valley. He also served on the Board of Delegates of the Alta Bates Summit Foundation and was a member of their investment committee. Robert is the former board president of Alzheimer’s Services of the East Bay and former board member of Contra Costa Senior Legal Services.
Robert received a Master of Business Administration (MBA) degree from the Golden Gate University and a Bachelor’s degree (BA) from George Washington University. Robert resides in the Montclair area of Oakland with his wife and son. He enjoys spending time in the East Bay parks with his family and playing surf guitar.