About this Event
Welcome to Wealth & Trust: Protecting Your Biggest Assets event! Join us at Mackenzie Bar & Grill on March 11, 2026 at 5:00 PM (Pacific Time) for an insightful discussion on safeguarding your wealth.
Enjoy light bites, drinks, and conversation while we unpack:
- How living trusts really work while you’re alive vs. after you’re gone
- What happens to your home and other major assets if you only have a will—or nothing at all
- How title, trusts, and lending come together when you go to sell or refinance
- Simple steps you can take now to make things easier for the people you love
Featured speakers
- Ashley Thompson, Attorney & Founder, Beautiful Life Estate Planning – A local estate planning attorney helping Santa Cruz County families create living trusts and complete plans that reflect their values and wishes.
- Tiffany Hammer, CFP®, Wealth Advisor, Morgan Stanley – The Wedeen Hammer Locatelli Group – A Santa Cruz–based wealth advisor focused on long-term planning and preserving family wealth through all of life’s stages.
- Matt Falconer, CrossCountry Mortgage – Local mortgage expert and event sponsor, sharing how loans and lending options intersect with trusts, estates, and property decisions.
- Title specialist– Walking through how property held in a trust appears on title, and what that means when you go to sell, refinance, or transfer ownership.
Who this is for
- Homeowners who want to be sure their property passes smoothly and privately to the right people
- Families who aren’t sure if their current plan—or lack of one—actually protects their largest assets
- Realtors at Keller Williams and their clients who want to better understand trusts, title, and wealth-building conversations
Whether you already have a trust or have been putting it off, you’ll walk away with more clarity, better questions to ask, and specific actions you can take right away.
Event Venue & Nearby Stays
Mackenzie Bar & Grill, 18 Clubhouse Road, Santa Cruz, United States
USD 0.00
