Whether you're safeguarding your family’s legacy or preparing to buy your first home, this one-day event provides the practical insight and expert guidance you need to take the next step with confidence.
Join us for free resources, expert-led sessions, and real conversations designed to empower your housing journey.
FREE and open to the public!
Saturday, June 21 | 8:00 AM – 2:30 PM
Breakfast & Lunch Included!
Ventura County Coastal Association of REALTORS®
2350 Wankel Way, Oxnard, CA
---------------------------------
Event Timeline
8:00 AM – Breakfast & Welcome
SESSION ONE: Legacy Planning for Lifelong Homeownership
Ideal for current homeowners and families planning for the future.
8:00 AM – 9:15 AM
Trusts, Probate & Fiduciary Basics
With Jennifer Felten
Learn how estate planning tools can protect your most valuable asset—your home—and help avoid costly legal hurdles down the line.
9:30 AM – 10:30 AM
Understanding Prop 19 & Property Tax Planning
With Keith Taylor
Explore what changes—and what stays the same—when transferring property, and how to plan accordingly to minimize tax burdens.
11:30 AM – Lunch Break
SESSION TWO: From Here to There – Homeownership Demystified
Perfect for first-time buyers and those re-entering the market.
12:00 PM – 1:00 PM
The Hidden Costs of Homeownership
With Keith Taylor
From property taxes to HOAs and Mello-Roos bonds—learn what often gets overlooked and how to budget for the full cost of owning a home.
1:15 PM – 2:30 PM
Your Roadmap to Homeownership
with Manny Ayala, Rob Obedoza & Denise Pomboonreung
Hear directly from housing experts on credit counseling, pre-qualification, insurance, and support programs that can make your dream of ownership a reality.
You may also like the following events from Ventura County Coastal Association Of REALTORS:
