Estate and Retirement Summit

Hosted by The Estate and Retirement Planning Specialists

June 25, 2022

OUR MISSION

The mission of the Summit is to create a resource for retirement age individuals and seniors to explore estate planning, financial planning, health, life, and retirement planning options. The Estate and Retirement Planning Summit will bring together professionals to assist in educating and providing options to ensure proper estate planning and financial security, creating the right business entity for wealth accumulation and property acquisition to create generational wealth.

OBJECTIVE

The objective of the event is to get individuals and families excited about planning for retirement and getting older. Individuals will be moved touched and inspired through the use of skits, video clips and song. Individuals and families will also have the opportunity to speak with experts regarding what steps to take to begin the process of estate planning- to avoid the costly expenses of probate, conservatorship proceedings and family fighting through litigation; Wealth Accumulation- to begin creating legacies; real estate accumulation and preservation- to understand how to finance and purchase real estate; and Medi-Cal and incapacity planning; how to preserve the family wealth if there are medical expenses due to aging.

PURPOSE

The purpose of the 2022 Estate and Retirement Planning Summit is to educate individuals and families, though “edutainment" about the important of Estate Planning, Retirement Planning, Wealth Accumulation and Financial planning, Real Estate Accumulation and Preservation and Medi-Cal Planning.

EVENT DETAILS

The Estate and Retirement Planning Summit will be held online on June 25, 2022 from 10am-11:30am. This is FREE for adults 65 and older. Please see information and link below to register.

Format

10:05 am – Official Welcome
10:05 - 11:05 - Professional Presentations
11:05 - 11:30pm Expert Question/Answer Session/Closing
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Verleana D. Green, Esq.

The Law Offices of Verleana D. Green (VDG Law) provide high quality, professional legal services to individual clients, families and small businesses in the areas of Estate Planning, Trust Administration, Trust Litigation, Probate and Contract Drafting and Litigation. This full-service law firm provides exemplary representation with personalized attention. Committed to the ethical practice of law, our firm devotes considerable attention, energy and time preparing all its cases. As fierce advocates, we are devoted to providing you excellent service and successful results.

Verleana D. Green is the founder and senior partner of VDG Law. After graduating with a bachelor’s degree from the University of California, Berkeley, Ms. Green earned her Juris Doctor from the University of San Francisco School of Law. She was certified as a contract advisor by the National Football League Players Association in 2009. Ms. Green went on to receive her Masters of Law (LLM) in Taxation in 2014 from Golden Gate University Law School, as well as her Certificate in Estate Planning and Certification in Mediation.

Ms. Green has been recognized by Super Lawyers as being one of the top attorneys in Northern California, under age 40 or in practice for 10 years or less for the past 5 years (2013-2017). Ms. Green was awarded The Innovator Award by Powerful Women of the Bay Area in 2015, in addition to receiving recognition as a 2015 & 2016 Top 100 Lawyer by the National Black Lawyers Association and national recognition as Nations Best Advocate, 40 Under 40 by the National Bar Association (NBA) in 2016.

In 2014, Ms. Green began teaching as an Adjunct Professor at the University of San Francisco School of Law, teaching Elder Law. Ms. Green founded a non-profit organization in 2014, The Estate and Retirement planning Specialists, focusing on educating the public on important issues such as Estate Planning, Probate, Elder Abuse Prevention and Detection and Trust Administration. The Estate and Retirement Planing Specialists host a yearly seminar, the Estate and Retirement Planning Summit, educating individuals on estate and retirement planning issues in Oakland, CA.

Ms. Green is a member of a variety of professional organizations, including the State Bar of California Trusts and Estates Section, the East Bay Trusts and Estates Lawyers, Black Women Lawyers Association of Northern California, the National Bar Association and the Charles Houston Bar Association. Ms. Green is also a member of the National Coalition of 100 Black Women, and has served on the Executive Committee as the organizations Secretary and 1st Vice President.

Steven Wilkinson

Mr. Wilkinson is President of Wilkinson Wealth Management. He is a Registered Representative and Investment Advisory Representative with Western International Securities, member FINRA/SIPC.

Mr. Wilkinson began his financial career as a FDIC bank Examiner and began in financial services with Morgan Stanley, Smith Barney as a registered representative. He has over 25 years experience in the financial services industry. He is also a member of The Court of the Table, a distinguish recognition by the insurance industry’s Million Dollar Round Table.

Mr. Wilkinson is a graduate of the University School of Nashville Tennessee. He obtained a Bachelor’s Degree in nance from the Kelley School of Business at Indiana University and a MBA from Harvard Business School (HBS). He is the Chairman of the Board of the Northern California Small Business Financial Development Corporation (NorCal-FDC). Mr. Wilkinson was appointed by the Oakland Mayor as a Trustee on the Oakland Police and Fire Pension Board. He serves on the Investment Committee.

Steven Wilkinson is licensed to sell and/or discuss securities products and/or insurance products to residents of the following states listed: Steven Wilkinson is licensed to sell Insurance Products in California , New York and District of Columbia. Steven Wilkinson is registered to sell Securities in the following states: California, Colorado, DC, North Carolina and New York. Steven Wilkinson is series 63, 66 & 7 licensed. CA Insurance License Number: 0B0-3942 / NY Insurance License Number: LA-1116829 / Washington D.C Insurance License Number: 2874975.

Securities and Investment Advisory Services offered through Western International Securities, Inc., Member FINRA/SIPC. Wilkinson Wealth Management and Western International Securities Inc. are separate entities.

Endy Ukoha-Ajike, Esq., LLM

The UKOHA-AJIKE Law Group PC

Endy is a California licensed attorney who practices primarily in the areas of Tax, Estate Planning, Business Consulting and Non-Pro t consulting.

Endy has an LL.M. (Masters of Law in Taxation) from Golden Gate University, San Francis- co, CA in May 2002. He started the Ukoha-Ajike Law Group in July 2002, and is located in Oakland, California. Endy recently obtained a Certi cate in Negotiations from the Negoti- ations Institute of Harvard University Law School in June 2013.

He is a member of the Estates and Trust, Business, and Taxation Sections of the State Bar of California and of the Alameda County Bar Association. He served for 2 years on the Partnerships and LLC Committee of the State Bar of California charged with contributing to the drafting of new LLC laws in California.

Endy has served as a volunteer attorney with the AIDS Legal Referral Panel of San Francis- co since 2003. He served from 2012 to 2014 as a volunteer attorney in the “Lawyers in the Library” free legal advice program” at Hayward Library. Endy currently serves on the Board of the Peralta Colleges Foundation, Oakland, CA.

The Ukoha-Ajike Law Group is located in Oakland, California and serves ALL clients throughout the Bay Area and California as a whole.

Marie Sturgell

Growing Your Legacy One Home At A Time

Marie Sturgell is a Full-Time REALTOR and Consultant with Remax Prestigious Properties that relentless mission and passion is to help individuals achieve bridging the wealth legacy gap through homeownership.

Her work ethic is unparalleled and sharp honest approach has earned her an ever increasing aptitude of referrals. Marie started building valuable relationships as a top producing real estate title insurance executive and has been building on those skills ever since.

Why Choose Marie

Marie takes her mission to help buyers and sellers achieve wealth with legacy goals into every aspect. Whether it’s a clients first home purchase , a sellers moving up, downsizing for retirement or unforeseen circumstances forcing a sale, she works diligently to walk you through the process.

Homeownership satisfaction is the utmost priority for Marie. Her awareness that buying, or selling a home is a huge investment for all parties involved.

Our Community

Marie relishes in meeting and giving back to her community. More over, in order to pass along cutting edge resources and information that keeps her clients ahead, community involvement is key.

Marie currently is the Regional Vice President of the California Association Of Real Estate Brokers Northern California Chapters, 1st Vice President of Associated Real Property Brokers ( Oakland, CA ), Board Member for Community & Civic Engagement for UCSF, & Member of Urban Financial Coalition Bay Area.