Events

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Sam Swenson is a dynamic public speaker with interesting and informative presentations.


Tuesday, September 26, 2017 11:30AM-1:00PM – Estate Planning Basics
Join us for a light lunch and discussion on how Estate Planning works. This is the perfect class if you are interested in learning more about Estate Planning- whether you currently have a will, trust, power of attorney or not. Click here to reserve your spot , or call 916-333-0833.


Tuesday, August 29th 7PM – Wills and Trusts: Protecting your Loved Ones
Come and Learn in a friendly, no pressure atmosphere about how wills and trusts work and how they protect your family and assets. You will learn about Probate, about pros and cons to Joint Tenancy, Conservatorship, Guardianship, and more. We have heard from many attendees that it is the best Estate Planning Class that they have ever taken. We hope to see you, your friends, or family members at the next class. RSVP at 916-333-0833, as space fills up fast or sign up here.


July 25, 2017 7PM – Wills and Trusts: Protecting your Loved Ones
Come and Learn in a friendly, no pressure atmosphere about how wills and trusts work and how they protect your family and assets. You will learn about Probate, about pros and cons to Joint Tenancy, Conservatorship, Guardianship, and more. We have heard from many attendees that it is the best Estate Planning Class that they have ever taken. We hope to see you, your friends, or family members at the next class. RSVP at 916-333-0833, as space fills up fast or sign up here.


July 13, 2017 11AM – Wills and Trusts: Protecting your Loved Ones
Come and Learn in a friendly, no pressure atmosphere about how wills and trusts work and how they protect your family and assets. You will learn about Probate, about pros and cons to Joint Tenancy, Conservatorship, Guardianship, and more. We have heard from many attendees that it is the best Estate Planning Class that they have ever taken. We hope to see you, your friends, or family members at the next class. RSVP at 916-333-0833, as space fills up fast or sign up here.


May 2017- Guest Lecturer at Sacramento State University

Sam Swenson will be guest lecturing on Intellectual Property issues in Business.


Thursday, April 20, 2017- Employers Guide to Staying Compliant with California Laws

Guest Speaker at a learning luncheon for the Orangevale Chamber of Commerce at the Rollingwood Athletic Club in Fair Oaks, CA.


March 2017 – Veteran Estate Planning Issues

Sam Swenson is honored to be a guest speaker at the Women Veterans Alliance UnConference Spring 2017 Conference on estate planning issues related to veterans.


Wednesday, March 1, 2017 – Horse Ownership and Estate Planning

Guest speaker at The Twin Lakes Riding Club. Sam Swenson is honored to be a guest speaker at this private event. He will discuss issues with wills, estate planning and liabilities for horse owners.


Wednesday, February 22, 2017 (6:00PM-8:00PM) – Business, You and Asset Protection

Business, You, and Asset Protection. Sam will be a guest speaker with a group in Cameron Park, CA. Learn how to protect your assets.


Saturday, January 28, 2017 – Estate Planning Basics

Learn what a will and a trust are and how they protects you and your family. Some common questions that you may have are: What happens when I can’t take care of myself? What can I do now to lessen the burdens of the future? What will happen to my home and assets after I die? Join us as we eat delicious food and discuss these important issues. This seminar is catered by Adrienne from Tavola Enchantee.


Thursday, January 12, 2017 – Estate Planning Issues for Business Owners

As a Business owner, it is necessary to prepare not only for today but for the future. Learn how estate planning relates to your business.

  • Preparing for Business Succession Planning
  • Planning for your business in the possible event of your incapacity
  • Protecting your family and loved ones
  • Question and Answer

December 2016 – Employment: Meals and Rest Break

Private Event for General Management of a Pizza Company regarding Meals and Rest Breaks.


November 2016

Presentation on Estate Planning Basics to BNI group at Empire Ranch Golf Club in Folsom


May 2016 – Testifying in Trial

Forensic Accountants Group- Lunch Presentation on expert witness testimony.


September 2015

Sacramento State Guest Lecturer- Lecture on Intellectual Property and Educational Administration


2015

Sacramento State Guest Lecturer- Lecture on Intellectual Property issues in Organizational Management