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“Money Talks,” Free Retirement and Estate Planning Class for CSULB Faculty and Staff

Published: October 1, 2010

CSULB is hosting “Money Talks,” a five-week financial and estate planning course that runs on consecutive Tuesdays beginning Oct. 5 and concluding Nov. 2. Each class is scheduled from noon-1:30 p.m. and will be held in Room 115 of the Vivian Engineering Center (VEC-115). Those in attendance are welcome to bring their lunches.

Presented by the Office of Estate and Gift Planning, the classes are open to all faculty and staff on a first-come basis. Classes are free with no obligation and no selling of any kind will take place. In addition, you do not have to attend all five sessions.

The discussion will be led by CSULB’s Susan Berkman, assistant vice president for estate and gift planning, and Delia Fernandez, a 1982 CSULB graduate and a certified financial planner and volunteer. Other guest speakers also may join the discussion.

“We are happy to provide this series for faculty and staff who want to learn about preparing for retirement,” Berkman explained. “Planning for retirement includes more than just financial planning. It usually includes looking at what’s important to us and protecting our assets so our families and friends have what they need from us in the future. We will be covering a lot of different areas that will provide participants with general, basic information on estate planning.”

Topics to be covered include retirement investment strategies and plans — 403(b)s, 401(k)s, TSAs, 457s; portfolio diversification – PERS/STRS, IRAs, stocks, bonds, funds; tax strategies; and asset protection through basic estate planning. Speakers will also discuss how to avoid unnecessary expenses, delay and taxation, and whether you need a will or trust, what happens if you get sick now and how you can help elderly relatives and/or friends.

For more information or to register for the series, contact Lori Evans at 562/985-5489.