Kevin Kearney presents:

Hosted with Stacy Turner of The Turner Law Offices.

October 1 from 6:30-7:30 at 350 Bon Air Center, Ste. 100

Are you thinking about your family’s future or how to ensure your wishes are honored—even if you cannot speak for yourself? Join us for a practical discussion about the goals of estate planning and the concrete steps you can take to preserve your legacy and minimize family conflict.

At this presentation, we'll cover:

• The real purposes of estate planning and why it matters for every family—not just the wealthy.

• The key tools used in estate planning, including wills, trusts, powers of attorney, and advance health care directives—what they do and how they work together.

• Guidance on important conversations: what to discuss with your loved ones and professionals to keep your plan up to date and your voice at the center of decision-making.

• Tips for creating a plan that can adapt to life’s changes and helps reduce the risk of disagreements within your family and preserve your most valuable asset - your connection to family and friends.

Whether you’re new to estate planning or want to ensure your current plan stays effective, this session provides clarity, actionable advice, and an open forum for your questions. You’ll leave empowered to take your next steps confidently and communicate your wishes calmly and clearly.

Reserve your spot today and take control of your future—in a way that truly honors your values.

Next workshop to ba announced soon. Email [email protected] for details.

Hosted with Mary Jo Lafaye of Mutual of Omaha. Let us share our expertise and local resources to help you achieve your retirement goals:

Housing, Community, Lifestyle, & Liquidity

Kevin Kearney and Mary Jo Lafaye have over 46 years of combined Real Estate & Retirement Income Knowledge to share with you.  We have assembled the ultimate team to help with maximizing your real estate equity, retirement income protection and optimization. Join in the conversation for tips on how to get the most out of your largest retirement asset — your Housing Wealth.

Kevin has teamed up with Orlando Diaz of Guarantee Mortgage to present this class. Together they have over 48 years of real estate experience.

COMING SPRING 2026!

You will learn:

Kevin Kearney - Coldwell Banker:

What to expect in today's Marin market - Higher inventory = Choice

How to buy and sell at the same time

The process and timeline of the journey to Marin

Orlando Diaz - Guarantee Mortgage:

Cost of waiting - practical examples of the cost

How to qualify with complicated asset/cashflow picture

Can you turn your current home into a rental and buy your next primary home