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Take Charge! Planning Your Health & Financial Future

October 30, 2019 @ 7:00 pm - 9:00 pm


Put Your Wishes in Writing!

part of Reimagine End of Life


Decisions and conversations for end of life are often feared and avoided but now is the time to TAKE CHARGE! Reimagine your wishes as well thought out, with open dialog, and written documents to guide those who will carry out your wishes.

Learn from our experts about the importance of planning ahead assuring you of the well-being of your financial future, your end of life wishes as well as how fiduciary services can help you manage your money and healthcare needs safely, wisely, and with a plan for the future.

Topics Include:

  • The importance of effective estate planning
  • The conversations you should be having now
  • Choosing your agents
  • Your advance care directive (ACD)
  • Fiduciary services that can fulfill your estate plan


Register Now



Rebecca Paul, Esq., Director of Fiduciary Services, Jewish Family and Children’s Services

Rebecca Paul is a licensed attorney of over 30 years. Prior to joining JFCS as the Director of Fiduciary Services, she practiced in the San Francisco Bay Area representing seniors and their families in Elder Law matters and Physical and Financial Elder Abuse cases as well as individuals injured or harmed in personal injury, medical malpractice, employment and other cases. She has been involved on numerous legal and community Boards and committees.

Sally Bergman, Esq., Law office of Sally Bergman

Sally Bergman is an attorney with more than three decades of experience representing California individuals and families. After successfully working as a litigator for many years, she transitioned her professional focus to elder law and estate planning, where she now serves the many needs of older adults. Sally has an advanced law degree (LLM) in elder law and estate planning. She serves on the Executive Board of Directors of San Mateo’s non-profit Mission Hospice and Home Care and also serves there as a direct care volunteer.

Christina Irving, Clinical Services Manager, Family Caregiver Alliance

Christina Irving oversees the staff of the Bay Area Caregiver Resource Center who provide direct services to family caregivers, including assessment, counseling, education, and support. She has been with FCA for over 12 years, first as a Family Consultant and then as Clinical Supervisor. She received a Master’s degree in Social Work from San Jose State University and is a Licensed Clinical Social Worker.

We are pleased to put on this educational and transformative event as a part of “reimagine End of Life”, a week-long and annual series of public events throughout the San Francisco Bay Area.

Thousands of people convene to collectively explore questions about life and death addressing why we’re here, to prepare for a time when we won’t be, and design what it means for us to live fully right up until the end.

For more information contact Joan Goldner at 650-688-3068 or email [email protected]



Peninsula Jewish Community Center
800 Foster City Blvd
Foster City, CA 94404 United States
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Beverly, San Francisco

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Douglas, 79, Tiburon

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Joe, Belmont

“After a very serious surgery, I was given excellent service and, most of all, support. Thank you for being there when I needed it the most.”

Anna, 81, Rohnert Park

“Knowing that there was a team behind the scenes helping us to orchestrate and manage mom’s care was invaluable.”

Amy, Jennifer, and Jessica, San Francisco

“Seniors At Home is a very generous and sensitive organization that provides excellent service.”

Margaret, 85, San Carlos

“Seniors At Home is always my top recommendation when a patient needs home care because of their reliability, consistency, and wide scope of care. Families thank me for referring them to Seniors At Home.”

Mary, Medical Social Worker, San Rafael

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