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CSULB to Host Free Retirement and Protection Seminar on Jan. 26

Published: January 15, 2010

The Office of Estate and Gift Planning at CSULB will hold a free financial seminar titled “Retirement Planning and Protection” on Tuesday, Jan. 26, from 7-9 p.m.

The event will be held in the Foundation Building on campus. Free parking is easily accessible at the location and light refreshments will be served.

Making up the panel of experts will be Delia Fernandez, Fernandez Financial Advisory, LLC; Shawn Lefebvre, financial consultant; Paul Glowienki, Northwestern Mutual; Jessica Dorman-Davis, Freeman/Freeman/Smiley; Linda L. Wallace, Wallace Financial and Insurance Solutions; and Joel Napalan, CTFA, Union Bank.

“With more and more individuals looking at retirement options, this is an ideal presentation to attend,” said CSULB’s Susan Berkman, assistant vice president for estate and gift planning. “Our panel members have a wide range of expertise in this area.”

At the presentation, which is open to the public, the panel will discuss a variety of topics, including:

• Funding retirement plans
• Withdrawing from retirement plans
• Protecting your retirement incomes
• Tax sheltered vs. unsheltered retirement plans
• Charitable and commercial annuities
• Converting real estate and collectibles into retirement income

For more information, contact Lori Evans at 562/985-5489 or e-mail plannedgiving@csulb.edu.