The Center of Jewish Life in the Napa Valley

Estate Planning, Planned Giving, and Life Insurance

When

Monday, March 23, 2026    
7:00 pm - 8:30 pm

You are warmly invited to an engaging and highly informative workshop on Estate Planning, Planned Giving, and Life Insurance.

Join three experienced and knowledgeable speakers as they guide us through the latest laws, strategies, and practical decisions that help protect your financial future and the well-being of those you care about.

This session will explore essential questions many of us face:

  • What options are available if you outlive your savings?
  • What financial steps should be taken after the death of a spouse or partner?
  • How often should important documents—such as your Power of Attorney—be reviewed and updated?
  • What options are available for leaving gifts in your estate to your beloved charities?

Whether you are planning ahead, reassessing your current arrangements, or simply seeking clarity, this workshop will provide clear, actionable information in a welcoming setting.

Open to both Beth Shalom members and the broader community, this is an excellent opportunity to address concerns, gain confidence, and get answers to questions that may have been on your mind.

We hope you will join us for an evening of insight, preparation, and peace of mind. RSVP for this event at www.cbsnapa.org

 Mary Luros
Mary Luros was born in Rio Oso, California, where her family has been farming the land for six generations — instilling in her a deep respect for hard work, perseverance, and community. She attended Saint Mary’s College of California, earning a degree in Politics with a minor in Religious Studies, and went on to receive her Juris Doctor from Golden Gate University School of Law.

In 2008, Mary and her husband, Jason, made Napa their home and co-founded a law firm focused on business, property, and estate planning and administration. Their practice reflects Mary’s commitment to helping individuals and families build, protect, and sustain their legacies.

Mary was appointed to the Napa City Council in 2015, elected in 2018, and reelected in 2022, where she continues to serve with dedication and vision. She represents the City on the Napa Sanitation District and serves on the Napa-Vallejo Waste Management Authority. A proud graduate of Leadership Napa Valley (Class 22, Wagenknecht Memorial Award recipient), Mary is deeply engaged in her community. She serves on the board of the Children’s Museum of Napa Valley, and is an active member of the Kiwanis Club of Napa, Napa Moms, and the Napa Housing Coalition. Mary is also a past president of Napa County Women Lawyers, a former director of California Women Lawyers, and a member of the Napa County Bar Association. Mary and Jason are the proud parents of two young children, who inspire her daily to make Napa a more vibrant, inclusive, and sustainable community for the next generation.

Damon Tinnon
Damon Tinnon, senior director of gift planning for Queen of the Valley Foundation, assists supporters of Queen of the Valley Foundation and their advisors to execute gift plans that reduce taxes, increase income and support overall financial and philanthropic planning goals. Damon received his Bachelor of Arts in Political Science from the University of Minnesota. He earned his Certified Specialist in Planned Giving designation from Cal State Long Beach in 2016.

He lives in Napa with his wife, son and three daughters and enjoys hiking, roasting small batches of coffee beans and spending time on northern California beaches with his family.

Alyssa Samrick
Alyssa Samrick is a second-generation State Farm agent serving the Napa Valley community where she was born and raised. A graduate of California State University, Chico and an alumna of Vintage High School in Napa, she brings deep local roots and a commitment to personalized, professional service. Alyssa leads a courteous, Spanish-speaking team dedicated to supporting the diverse needs of her clients.

She is an active member of the Napa Chamber of Commerce and the St. Helena Rotary Club, and volunteers with the Napa Force Lacrosse Club. Outside the office, Alyssa is a wife and mother of two, and a proud pet parent to Clyde, Moose, Marley, and Megan.