Estate and Gift Planning Offers Family Finance Seminar on July 21Published: July 15, 2010
Hosted by the Office of Estate and Gift Planning, CSULB will present a free seminar titled “Family Finance Forum” on Wednesday, July 21, from 7-9 p.m. The event will be located at the Cornerstone Building located at 1000 N. Studebaker Road.
The seminar is designed to answer many families’ law, insurance, and financial planning questions. Professionals from these fields will be on hand to provide insight and work through many of the tough decisions that need to be made, including:
• Financial planning concepts that can enable a bright future for your family.
• Sorting through the various insurance options and which is best in the long term.
• How to understand wills, trusts and powers of attorney.
Professional advisors on hand at the event include Delia Fernandez, Fernandez Financial Advisory; Shawn Lefebvre, Financial Consultant; Linda Wallace, Wallace Financial and Insurance Solutions; Paul Glowienke, Northwestern Mutual; Stacey Gaines, Financial Advisor, Edward Jones; Jessica Dorman-Davis, Freeman, Freeman and Smiley; and Michael McGuire, California Elder Law Center.