Free Three-Part Seminar Focused On Finances To Begin Feb. 7Published: February 1, 2013
In February, CSULB’s Office of Gift Planning is hosting a free community seminar series titled “Easy Strategies…Estate Planning in an Uncertain World” featuring a variety of financial experts.
This three-part series will feature financial professionals from the areas of law, insurance, and finance who will present information and answer questions on the following topics:
• Thursday, Feb. 7 at 6 p.m. — Estate and Income Tax Update: Life Over the Fiscal Cliff
• Thursday, Feb. 21 at 6 p.m. — Planning for Retirement: Ways to Not Outlive Your Money
• Thursday, Feb. 28 at 6 p.m. — Estate Planning 101: All You Need to Know about Wills and Trusts, But Were Afraid to Ask
Scheduled series speakers include Donna Bogdanovich, independent professional fiduciary; Brian Y. Chou, attorney at law, Barth Calderon, LLP; Jessica Dorman-Davis, attorney at law, Freeman, Freeman and Smiley; Paul Glowienke, financial advisor, Northwestern Mutual; Delia Fernandez, certified financial planner; Shawn Lefebvre, financial consultant; Michael Munn, certified public accountant; Joel Samaniego Napalan, trust officer, Citizens Business Bank; and Linda Wallace, Chartered Life.
“Although the new tax legislation clarifies many aspects of estate planning, the tax rules are new and we all need to figure out how it works,” said Susan Berkman, Assistant Vice President of Gift Planning at CSULB. “This seminar will give us answers in light of the new tax law and what could change again in the future.”
The event will be held in the CSULB Foundation Building at 6300 State University Dr., Room 204. Parking is $5 in the Foundation lot but limited free parking is available on Palo Verde Ave.