Client Appreciation Coffee, Donuts &Shredding Event! Saturday, June 03, 2023 9:00 AM to 11:00 AM Lucie Stern Center Fireside Room and Parking Lot 1305 Middlefield Road, Palo Alto, CA 94301 Upcoming Living Trust Webinars for Friends and Family Your friends and family are inspired by the comfort you have, knowing that you have executed your estate plan and have protected your family and your legacy. Please share your experience and encourage your friends and family to initiate their estate plans or to review existing but dated estate plans. Your friends and family are welcome to contact our office at 650-463-1550 to register for one of our upcoming estate planning webinars or to schedule a complimentary 30-minute consultation to discuss establishing or restating a Living Trust. We are happy to invite our clients, their families, and Successor Trustees to our annual Client Appreciation Shredding Event. This year we will be providing coffee and a variety of donuts. Come enjoy a delicious treat as Jessica’s Shredding Team destroys your documents on-site. To register, please call Heather at (650) 463-1550 or email at heather@falkbarrot.com. We look forward to seeing everyone in June! A CLOSER LOOK AT THE OFFICE I enjoyed the Summer sunshine but am ready to welcome fall! I look forward to sweater weather, a trip to Nashville, and a festive time together with friends and family. —Kimberly N. Barrot I loved spending time in Ohio this summer with my two sons. I look forward to seeing them again in the Fall at Parent’s Weekend and having them home for the holidays. —Jayashree Kathardekar I am excited for pumpkin season, decorating for Halloween, and hosting an office Friendsgiving at my house. I am looking forward to the holiday season. It is my favorite time of year. —Jenna Gimarelli-Ferreira Tuesday, Oct. 17, 2023 12:00 p.m. – 1:30 p.m. Wednesday, Oct. 18, 2023 6:00 p.m. – 7:30 p.m. Wednesday, Nov. 15, 2023 12:00 p.m. – 1:30 p.m. I cannot believe summer is over. I will miss going to music in the park with friends and attending local art and wine festivals. I am thrilled for football season. Go Niners! —Heather Russell I love an opportunity to escape from the city and savor the beauty of Lake Tahoe and the extended Labor Day weekend was ideal. I am eager for the approaching holiday season —Jessica Estes
To register for our webinars or to schedule a complimentary consultation, call us at 650-463-1550.
650-463-1550 www.FalkBarrot.com 865 Laurel Street, Ste 4 San Carlos, CA 94070
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