Events

Thursday, April 25th, 2019 6:00PM – Getting Your Financial House in Order

This workshop is designed to help you understand the need to centralize the important information you need for your family and/or loved one. We will discuss everything from finances to health care and estate planning. Presenters, Sam Swenson, Attorney at Law & Luz Johnson, a Financial Planner with LPL Financial will share the important aspects of putting your financial house in order. All attendees will receive an organizer, “Preparing for the Future: Your Records and Roles” to serve as a critical resource in case of an emergency, major life event, illness or death. Light refreshments will be served.

Thursday, April 4th, 2019 10:00AM – Getting Your Financial House in Order



This workshop is designed to help you understand the need to centralize the important information you need for your family and/or loved one. We will discuss everything from finances to health care and estate planning. Presenters, Sam Swenson, Attorney at Law & Luz Johnson, a Financial Planner with LPL Financial will share the important aspects of putting your financial house in order. All attendees will receive an organizer, “Preparing for the Future: Your Records and Roles” to serve as a critical resource in case of an emergency, major life event, illness or death. Light lunch will be served.

Tuesday, February 13, 2018 7:00PM- 8:30PM– Estate Planning For Couples

Join us for a Valentine’s Day special seminar on Estate Planning for Couples. Learn how wills, trusts, and powers of attorney can protect you and your loved ones. Part of The Swenson Law Firm mission is to educate. Seminars are insightful and not salesy. Light refreshments. Reserve your spot by clicking here or call 916-333-0833.

Tuesday, January 16, 2018 11:30AM-1:00PM – Estate Planning Basics



With a new year and new goals, 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

Thursday, December 7, 2017 10 AM-12:00PM – Partnering for Business Success

An event put on by the Sac Metro Chamber for business owners regarding how to make the most of the relationships with Key Advisors. Sam Swenson will be presenting with Accountant Sean Boyd of Boyd and Associates <http://www.boydcpas.com/> and Shannon Mitchell of Banner Bank. RSVP for this free event at http://www.capitalregionsbdc.com/events/.

Tuesday, November 7, 2017 11:30AM-1:00PM – Estate Planning Basics



Join us for a light lunch and learn about how wills, trusts and powers of attorney protect your family. Some of the discussion items: Providing for and protecting a spouse, children, and stepchildren; Avoiding or reducing Estate Taxes; Avoiding probate; Planning for a child with special needs; and Planning for the event of disability. We promise, it is actually a fun class and it is free of charge. You will likely get a lot of your questions answered about how wills, trusts, and powers of attorney work. Call us at 916-333-0833 to reserve your spot or Click here to reserve on-line.

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