Homewise Series: Wealth Preservation Seminar 2026

As a part of the 2026 AREAA SF Peninsula Homewise Series, please join us for an informative 

This educational seminar is designed to help you protect your wealth, plan for the future, and make informed financial decisions. Our expert panel will cover essential topics including estate planning, wealth preservation, tax planning strategies, retirement planning, living life insurance benefits, education savings planning, diversified investment solutions, and tax-efficient estate planning strategies.

Whether you’re a homeowner, business owner, have a growing family, or simply want to safeguard your assets, this seminar will provide valuable insights and practical strategies to help you build and preserve your legacy.

Hear from an experienced panel of professionals:

• Nick Goldman – Estate Attorney
• Ted Cubinar – Financial Tax Advisor
• Nikki Treacy – Realtor & Life Insurance Agent
• McClain Marks – Wealth Management Advisor

Light beverages and snacks will be provided. We look forward to helping you take the next step toward protecting your financial future.

Please contact 2026 President Harvey Young at (408) 661-4121 with any questions.