Doing Well While Doing Good: How to Incorporate Charitable Planned Giving into Your Estate

Hosts from Leland Parachini Steinberg Matzger & Melnick LLP:
Patrick Z. Riley, Esq.,
Certified Specialist in Estate Planning, Trust and Probate Law
Spencer W. Chen
Estate Planning, Trust and Probate Law Associate Attorney

Join us to learn how you can leave a legacy of support for 
Oakland East Bay Symphony and its education programs
 as well as the other charitable causes that you value.

Bell Investment Advisors’ Office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

Complimentary lunch and beverages will be provided. Seating is limited. Kindly RSVP by Friday, October 3, 2014. Please call Lauren Taylor, (510) 433-1066LTaylor@bellinvest.com

If you are interested in Planned Giving, but cannot make this event, please contact Elisabeth Morgan,
(510) 274-6360emorgan@oebs.org.

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