Taxes: Are they holding you back from selling your house?

May 18, 2023
11:30 AM - 1:30 PM PST



FREE Lunch ‘N Learn


May 18, 2023


11:30 AM – 1:30 PM PST


Left Bank Restaurant, Menlo Park, CA

Is much of your wealth tied up in your current home? Would you like to be able to access that money without having to pay so much in taxes?

Join three local experts for an informative and enjoyable discussion about how to unlock the wealth in your home.

You’ll learn how you may be able to:

  • Defer or even avoid much of the tax on the sale of your home
  • Increase your monthly income in retirement
  • Create a legacy for your family
  • Benefit causes that you truly care about

Real world examples will be discussed. Your general questions are welcome.

Reservations are required:

Please RSVP to

Veronica Mocanu
(650) 272-8925

Meet The Hosts

Anita Gat

Elijaj Keyes

Jane Beule

Seniors Real Estate Specialist, Certified Probate & Trust Realtor

Keller Williams Realty

Certified Specialist in Estate Planning, Trust & Probate Law

Keyes Law Group, PC

NAPFA Registered Financial Advisor, CFP®, CEO and Founder

Griffin Black, Inc.

All events and the content presented is for general informational purposes only. It is not intended to provide specific tax, financial, or investment advice. The hosting of any event by Griffin Black, Inc. should not be construed by any client, consumer and/or prospective client as an offer to sell securities or render personalized investment advice.

Please do not use or rely on any event or its content as a substitute for the expertise and judgment of a tax professional or financial planner. For tax advice and implementation services, consult your own financial advisor or other financial professional.


What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications