What Should I Do Before Something Happens to Me?

Mortality is a natural part of the cycle of life. Getting your financial and legal affairs in order now can ease the burden on you and your family. At this free community education workshop, we will share practical tools to help you prepare confidently—covering estate readiness, tax obligations, and planning for illness or incapacity. T?????his workshop will cover: - What tax returns to file and when - Strategies to help reduce income and estate taxes - What documents to have in place in case of illness or incapacity - How to ensure your retirement account beneficiaries can maximize their inheritance Registration is free and required. About the presenters: John Lau is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. Matt Lau is a Senior Vice President at Robertson Stephens. Matt is a CFP®, an Enrolled Agent, and holds the Series 65 Investment Adviser Representative license. He has served as a board member of the Rotary Club of San Mateo since 2018 Disclosure: Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.