The Financial Forum welcomes Jennifer Wallis and Joan Grimes on Tuesday, April 28, at 3:00 PM in the Fireside Room at Gateway.
The Financial Blueprint Your Family Will Thank You For. A practical approach to helping your loved ones manage your finances the way you would—even during times of incapacity.
Your financial system works well for you—but will it make sense to someone else? Join mother‑daughter duo Jennifer Wallis and Joan Grimes, featured on Rossmoor TV, for a practical and insightful discussion on creating a clear financial blueprint so your loved ones can confidently step in if needed. They will cover key elements of your financial life, offer actionable steps you can take now, and highlight costly tax and investment mistakes—especially those caused by unplanned asset liquidation.
Joan M. Grimes is a Walnut Creek–based attorney with over 30 years of experience in estate planning and bankruptcy law. She holds a B.A. from UC Berkeley and a J.D. from California Western University and is a member of the California State Bar.
Jennifer L. Wallis is an attorney specializing in wealth preservation and estate planning. She earned her B.A. from UC Davis and her J.D. and M.B.A. from the University of San Francisco. She became a partner in her mother’s practice in 2015 and is also a member of the California State Bar.
The Financial Forum is a 501(c)(3) nonprofit organization dedicated to educating its members on all aspects of personal finance, including estate planning, wealth management, insurance, real estate, elder abuse, fraud, and identity theft. Donations are welcome and greatly appreciated.
To register for this event, click the Register button. For more information about the speakers or to become a member, please contact Joe Hoffman at 925‑954‑7912. Light refreshments will be served.
