Events


Ignite Your Power – A Day Of Women Being Bold

October 13th, 2018 at 8:30 am

Norton Basu LLP is proud to be a part of this wonderful event, presented by Urban Wealth Management in conjunction with The Women’s Foundation of California.

In conjunction with The Women’s Foundation of California, Urban Wealth Management invites you to join us for a day of women being bold. Learning. Sharing. Evolving. Becoming the best they can be. Getting new ideas. Making new friends. Being inspired (and inspiring).

It will be a day of women interacting about their money, legacy, philanthropy, personal style and values. We’ll Ignite our Movement and set the day with a Mindfulness Intent.

The most wonderful part: All proceeds will benefit The Women’s Foundation of California and its efforts to secure racial, economic, and gender justice for all communities across California.

Join the conversation: @urbanwealthmgmt @womensfoundationca #IgniteYourPower #WomenLeaders

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How To Avoid Common Inheritance Scams

July 24th, 2018 at 6:30 pm

Join Norton Basu LLP on July 24, 2018 at 6:30 PM at the Dr. Martin Luther King Jr. Library in downtown San Jose as we talk about how to avoid increasingly common inheritance scams that target the Bay Area population.

 

 

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Employee Presentation: Estate Planning, Wills, and Trusts

May 23rd, 2018 at 1:00 pm

Norton Basu LLP will be presenting on the topics of estate planning, wills, and trusts to the employees of The Health Trust in San Jose.  On-site presentations can be a convenient source of information on estate planning for employees.  Interested employers, please contact us today!  You can have Norton Basu LLP presenting at your offices too.

 

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Building Your Financial Foundation : Part 2 In The Series

May 17th, 2018 at 6:00 pm

Our year-long quarterly series will help inform you about the topics of understanding investments and estate planning issues.  We provide a recap of previous sessions, so don’t worry if you missed Session 1! Held at the Morgan Stanley offices in downtown San Jose. Refreshments provided.

 

 

SESSION 2: MAY 17, 2018
Building Blocks: Leveraging Assets and Mitigating Risks

We help you understand how you can leverage your assets while mitigating risks that are inherent to growing your wealth, both financial and non-financial. At this stage, you and your financial foundation should be on close terms and you will be comfortable with increasing complexity in the tools utilized to move you towards your financial goals.

Future Sessions

SESSION 3: JULY 19, 2018
Back to the Future: Bridging Retirement and Your Legacy

As you move towards the promised land of retiring from your day to day job and closer to the dream of spending your days on a beach with drinks with little umbrellas in them, your focus will naturally shift towards planning for your legacy and retirement. We help you understand how to leave a lasting legacy for your heirs without sacrificing your time on the beach. By the end of this session, you and your financial goals will be true blue BFFs.

SESSION 4 : OCTOBER 18, 2018
Group Appreciation

This is a celebration of the long educational road you’ve traveled with us and the heightened awareness you now have about your financial goals and the tools and milestones that will help you get there. Come and enjoy a tipple and a bite and end the year on a high note.

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SAGE – Sistahs Aging with Grace & Elegance : Celebrating The Aging Journey

April 21st, 2018 at 9:00 am

Join Bay Area Sistahs Aging with Grace & Elegance on Saturday, April 21 as we Celebrate The Aging Journey.  The day includes workshops and educational sessions on information to make the aging journey a flawless one for you and your family.  Norton Basu LLP is proud to be a part of this important event and will be speaking about wills, trusts, and how to leave a lasting legacy.

 

 

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Does Your Trustee Have The Right Stuff?

March 8th, 2018 at 1:00 pm

Trustee

Norton Basu LLP in partnership with Urban Wealth Management

Smart Women/Savvy Money Webinar

March 8, 2018, from 1:00 to 1:30pm PST

Selecting the right fiduciary is as easy as ABC: Availability, Background, and Confidence.

If you have a living trust, you must name someone as a successor trustee—the person who can step into your shoes should you become incapacitated or pass away. It’s a big responsibility.

In our March Smart Women Webinar, estate planning attorneys Zakiya Norton and Somita Basu will share important characteristics and/or skill sets that you should consider when selecting your trustee. They will discuss three main considerations to take into account to help make the process of trust administration—and ultimately fulfilling your wishes—as smooth as possible. Whether you have already named a successor trustee, or are still considering the decision, you won’t want to miss this helpful session.

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