Folsom, California · Thursday 27 August 2026 · Free

You do not
have to die
to leave a legacy.

Most parents who would help if they could think they can't. They're looking at their checking account. The money's usually in the house, the 401k, or investments.

Forty ways to help your kids and grandkids buy a home. Most of them aren't writing a check.

A broker, a lender, a CPA, and a trusts and probate attorney. One hour. Nothing's sold.

Reserve your seats See the hour
Doors 5:40 · Starts 6:00
The Commons at Granite City, Folsom
Admission Free
Every window with a light on is a family that figured something out.
40
The idea

Most families are
sitting on the answer.

Equity in the house. A 401k. A brokerage account. A policy with cash value. Four places most people never count when they decide they can't help.

Moving it takes four professions at once. A lender who knows what underwriting accepts, a CPA who knows what is taxed and what is merely reported, an attorney who knows what a deed will do to your property taxes, and a broker who can find the house.

Get one right and the other three wrong and a family ends up with a reassessment, a tax bill, or a document nobody can undo.

4 Licensed professionals
60 Minutes, start to finish
12 Covered in depth on stage
$0 Cost, and nothing sold

Help at thirty buys thirty years of ownership.
An inheritance at sixty helps somebody retire.

Same money. Completely different life.
The hour

What happens,
and when.

Doors at 5:40. We start at 6:00 sharp and finish the prepared material by 7:00. The panel stays as long as the room does.

6:00

Legacy is not a will and a funeral

Scott Kirk
Real estate
6:07

Your kids do not want your house

Soojin Kim
Trusts and probate
6:14

The math your kids are actually facing

Judi Gavia
Lending
6:26

The gift tax almost nobody pays

Khinh Hoang
Tax
6:34

Twelve of the forty, in depth

All four
The panel
6:46

Questions from the room

All four
Open floor
The panel

Four lanes. One table.

Each of these four practices in their own firm and answers only what they are licensed to answer.

Reserve

Save your seats.

Free, and seats are limited by the room. We send a confirmation and one reminder, and nothing else, ever.

Cannot make it on the 27th? Register anyway and pick the second option. We are filming the evening and we will send you the link.

Bring your spouse

The evening works best when both people who make the decision hear the same thing at the same time. If you know another family whose children are renting, send them this page.

What we will not do

Nothing is sold that night. No product, no signup, no pitch. If the honest answer for your family is to wait, somebody on stage will say so.

Which one are you?

Prefer the phone? Call 916-794-7393 and we will hold your seats.

If you cannot be in the room

It is being
recorded.

Foothill 7, El Dorado County's community television station, is filming the evening and airing it afterwards.

Worth knowing if you have a son or daughter out of the area who should hear this as much as you should. The recording lands at legacytable.tv once the broadcast run finishes.

Go to legacytable.tv

The room is still the better version. The panel answers questions from the floor and stays as long as people do, and none of that reaches the tape.

The Legacy Table  August 27, 2026 · Folsom · Free
Reserve your seats