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Events

Events & Speaking Engagements

Upcoming Events


"The ABCs of Estate Planning"
Date: Tuesday, March 6, 7:00 - 8:30 pm
600 Hampshire Road, Suite 211
Westlake Village, CA 91361

 Cost: FREE — However, space is limited so please CALL TODAY to register at (805) 201-2552 or email Administrator@TerriHilliard.com




Like the emergency plans we have in place for a crisis like a fire, earthquake or flood, we need to have a plan for our estates.  Many people believe they don’t have enough in assets to warrant the need for an estate plan.  But we all need some sort of plan — otherwise the government has a default plan for you. 
 
What exactly is involved in creating an estate plan?
 
Please join us for a workshop where we dive into the ABCs of estate planning.  We’ll cover:
 
• The Big Picture: How an estate plan protects and plans for your family, minor children, loved pets, artwork, digital assets and more.
• A “Living” Estate Plan: Why you need to periodically update your plan as your life situation changes.
• Planning for disability: A discussion of long-term care, and the need for appointing someone to oversee your personal and financial affairs, choosing the right person to assign Power of Attorney, and the basics of healthcare directives.
• Insurance: The pros and cons of establishing a special trust for insurance proceeds.
• Charitable contributions: How charitable contributions can effectively reduce the tax on your estate.
• The family house: Why “gifting” your house to your children during your lifetime may lead to a substantial tax burden for your children.
• Choosing your executor: Are you going to choose your eldest child as your executor by default? You may want to think again. We’ll discuss why.
 
Join us!


"Estate Plan 101 Presentation"
Date: Monday, December 4, 2018
Stay tuned for more details!


Past Events

Seminar: "How The New Tax Bill Affects Your Estate Plan & Your Life"

Date: Tuesday, January 9, 6:00 - 8:00 pm


Seminar: "Cyber Security – Part 2: Don’t Be A Cyber KRACK Victim"

Date: Thursday, November 16, 2017


Receiving Child Support For Your Adult Child With Special Needs

Presented by Terri Hilliard Olson, Estate and Special Needs Attorney, and Rebeccas Lizarraga, Family Law Attorney
Date: November 14, 2017


Open House & Ribbon Cutting

Wednesday, November 8, 4:30 - 7:00 pm
600 Hampshire Road, Suite 211
Westlake Village, CA 91361
 

Powershares QQQ Championship at Sherwood - Oct. 29, 2017



Smart Women Plan Ahead

Sponsored by Women of Dartmouth - LA

A panel of experts to help you plan ahead — including Terri Hilliard, PC's very own Cari Jackson Lewis, expert panelist on estate planning, special-needs law and non-profit management. 

October 18, 2017 7:00 - 9:00 pm



Seminar: "Don't Be A Victim! Easy Ways To Better Your Cyber Security."

Tuesday, September 19, 2017



Seminar: "The Secrets To Aging Well"

Thursday, July 20, 2017


Seminar: "Don't Get Blindsided with Medical, Legal and Healthcare Traps!"

Tuesday, June 27, 2017

 

Seminar: "How Will Your Special Needs Child Be Cared For When You Are Gone?"

Tuesday, June 13, 2017

 

Seminar: "What Every Senior (and their adult children) Must Know About The Future"

Tuesday, May 9, 2017

 


Retirement Strategies Follow-Up Workshops

Presented by the Ventura College Foundation

Friday, March 24, 2017 



 

Tiny Porch Concerts

We had a great turnout for the Tiny Porch concert series in 2017 at the Peter Strauss Ranch. See you again in 2018!
 

PAUSE4kids Golf Tournament Fundraiser

Monday, November 7th, 2016
Las Posas Country Club — Camarillo


You're Invited: Center4SpecialNeeds Open House
Thursday, September 22, 2016: 12:00 pm - 7:00 pm


Free Aging and End-of-Life Program

Sunday, September 25 – from 2 to 4 p.m. 

 

Senior Concerns Bargain Boutique & Thrift Shop Sidewalk Sale

Saturday, August 20, 2016 — 10:00 am to 1:00 pm

Enjoy refreshments & enjoy the shopping!



Upcoming Speaking Engagements


None scheduled — check back soon!

Past Speaking Engagements


"The Concerns of Seniors & Senior Concerns"

Friday, July 29 — 7:00 – 8:30 a.m.
Rotary Club of Westlake Village Sunrise
North Ranch Country Club, 4761 Valley Spring Drive, Westlake Village
 
Please join us at our Rotary meeting, where I will be speaking about some insights I’ve gained as a member of the Board of Directors of Senior Concerns, including information about how to make your fundraiser as consistently successful as Senior Concerns’ fundraisers.
 
Please see the Senior Concerns’ website for more information.
 
Please see the Rotary website for more information.


There are no upcoming events.