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Seminars To Help “Protect Your Financial Assets” Continue

Published: February 1, 2011

The Office of Estate and Gift Planning at CSULB is offering a free, three-part seminar series titled “Protect Your Financial Assets…Today, Tomorrow and Always” at the Long Beach campus. Each of the seminars will run from 5:30-7 p.m. in CSULB’s Pyramid Annex Conference Center.

The three-part series began Tuesday, Jan. 25, with its opening seminar on “Protecting What You Have Now: Investment Strategies and Risk Management,” followed by the second offering on Wednesday, Feb. 9, titled “Protecting What You Will Have for the Future: Retirement Planning Ideas, Insurance and Health Care Options,” and concluding with the final segment on Tuesday, Feb. 22, called “Protecting What You Leave to Others: Estate Planning, Including Wills and Trusts.”

“This three-part series will answer many of the financial planning and tax questions during this unpredictable economic climate,” said Susan Berkman, CSULB’s assistant vice president for estate and planned giving. “Professionals from various fields will be on hand to share ideas, answer questions and give updates on planning for the future with the ever-changing tax codes.”

Berkman stressed that the seminar series is for educational purposes only. There will be no sales pitch, and no products will be sold.

While the seminar series is free, registration is required, and space is limited. Those interested can register by phone at 562/985-5607 or for more information, contact Rachel Sanchez.

–Rick Gloady