you're invited

Connecting Client Purpose
to Community Impact

Join us for reception by Habitat for Humanity.

As a professional advisor, you help align your clients’ financial and estate goals with their vision for a better world. For some clients, however, the prospect of building a legacy that creates positive community impact can be overwhelming. 

Our guest speaker

Meet Dien Yuen

Habitat for Humanity is proud to host Dien Yuen, a 25-year veteran in the financial and philanthropic space, for a reception at Esperanza Place in Walnut Creek. A leading educator in her field, Yuen will share her expertise in helping clients shape purpose-driven financial and estate plans – all among the affordable, sustainable 42-home neighborhood under construction by Habitat.

Join us for a chance to learn, tour the site, and network with fellow professionals seeking best-practice client service insights. Please feel free to invite colleagues, and reserve your place today!

DIEN YUEN

Details

Friday, September 22, 2023

8:30-9:30 a.m.

Esperanza Place Development
1250 Las Juntas Way, Walnut Creek, CA

  • Light refreshments will be served.
  • Parking is available on the street or at the Pleasant Hill BART station a short walk away.
  • This is an active construction site, please wear closed-toed shoes and the hard hats and safety vests we will provide.
Questions?

For more information, contact Lisa Amor at LAmor@HabitatEBSV.org or (408) 273-7196.