About this Event
Join the North County Board of Advisors, a collaborative panel of trusted local professionals, for an educational workshop that explores how Prop 19 can impact your financial future from multiple perspectives.
Rather than hearing from just one expert, you'll gain insight from professionals in estate planning, real estate, mortgage lending, financial planning, and tax planning who work with homeowners every day.
Whether you're thinking about downsizing, planning your estate, helping aging parents, or preparing to leave a legacy to your children, this seminar will help you understand the opportunities, risks, and planning strategies available under California's current laws.
What You'll Learn:
- What Prop 19 is and what you should consider when buying or selling a home or transfering yours to a family member
- How Prop 19 affects inherited property and property taxes
- What homeowners should know before transferring a home to children or other family members
- How Prop 19 impacts estate planning decisions
- Mortgage and financing implications
- Tax and financial planning opportunities to help you make informed decisions
- Common misconceptions and costly mistakes to avoid
Hear from Experienced North County Professionals, Including:
- Estate Planning Attorney
- Realtor
- Mortgage Loan Officer
- Financial Planner
- Certified Public Accountant (CPA)
Each panelist will share their unique perspective on how Proposition 19 impacts California homeowners, helping you understand how these areas work together when making important decisions about your home and legacy.
This workshop is ideal for:
- California homeowners
- Individuals planning to buy or sell a home
- Families interested in preserving wealth across generations
- Parents planning to leave real estate to their children
- Anyone wanting to better understand how Prop 19 may affect their future
This is a free educational event designed to provide practical, unbiased information so you can make confident decisions about your home, finances, and legacy.
Space is limited, so please reserve your seat today.
Event venue & nearby stays
Vista Library, 700 Eucalyptus Avenue, Vista, United States
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