

# Event Details

- **Event Name**: Wealth & Trust: Protecting Your Biggest Assets
- **Event Start and End Date**: Wed, 11 Mar, 2026 at 05:00 pm – Wed, 11 Mar, 2026 at 07:00 pm
- **Event Description**: Learn how to shield your wealth and trust in this interactive evening event ! - your assets deserve the best protection!About this EventWelcome to Wealth &amp; Trust: Protecting Your Biggest Assets event! Join us at Mackenzie Bar &amp; Grill on March 11, 2026 at 5:00 PM (Pacific Time) for an insightful discussion on safeguarding your wealth.Enjoy light bites, drinks, and conversation while we unpack:- How living trusts really work while you’re alive vs. after you’re gone- What happens to your home and other major assets if you only have a will—or nothing at all- How title, trusts, and lending come together when you go to sell or refinance- Simple steps you can take now to make things easier for the people you loveFeatured speakers- Ashley Thompson, Attorney &amp; Founder, Beautiful Life Estate Planning – A local estate planning attorney helping Santa Cruz County families create living trusts and complete plans that reflect their values and wishes.- Tiffany Hammer, CFP®, Wealth Advisor, Morgan Stanley – The Wedeen Hammer Locatelli Group – A Santa Cruz–based wealth advisor focused on long-term planning and preserving family wealth through all of life’s stages.- Matt Falconer, CrossCountry Mortgage – Local mortgage expert and event sponsor, sharing how loans and lending options intersect with trusts, estates, and property decisions.- Title specialist– Walking through how property held in a trust appears on title, and what that means when you go to sell, refinance, or transfer ownership.Who this is for- Homeowners who want to be sure their property passes smoothly and privately to the right people- Families who aren’t sure if their current plan—or lack of one—actually protects their largest assets- Realtors at Keller Williams and their clients who want to better understand trusts, title, and wealth-building conversationsWhether you already have a trust or have been putting it off, you’ll walk away with more clarity, better questions to ask, and specific actions you can take right away.
- **Event URL**: https://allevents.in/santa-cruz/wealth-and-trust-protecting-your-biggest-assets/100001982580548791
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fwealth-trust-protecting-your-biggest-assets-tickets-1982580548791
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Santa Cruz
- **state**: CA
- **country**: United States
- **location**: Mackenzie Bar & Grill
- **lat**: 37.0040264
- **long**: -122.025948
- **full address**: Mackenzie Bar &amp; Grill, 18 Clubhouse Road, Santa Cruz, United States

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: Shemeika Fox, Janie Hanson, & Brandi Jones (https://allevents.in/org/shemeika-fox-janie-hanson-and-brandi-jones/27493362)

## Event gallery

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- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events9/banners/b478a8aad04bcfa96677b4a2c25f41cca8f57695c3c5a96a2e782c98eeee4b66-rimg-w400-h400-dcf5f5f5-gmir.jpg?v=1771659943

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 11 Mar, 2026 at 05:00 pm
- **Q**: Where is the event happening?
  - **A:** Mackenzie Bar &amp; Grill, 18 Clubhouse Road, Santa Cruz, United States
- **Q**: What is the ticket price?
  - **A:** starting from 0 up to 0 USD
- **Q**: Who is organizing the event?
  - **A:** Shemeika Fox, Janie Hanson, & Brandi Jones
- **Q**: Where can I find ticket details about Wealth & Trust: Protecting Your Biggest Assets ?
  - **A:** You can find ticket details about this event on AllEvents.

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