David Harrison, an estate planning attorney in University Relations and Development (UR&D), and Delia Fernandez, a certified financial planner, will be teaching a six-week-long series called “Your Financial Health,” offered to faculty and staff.
The course, which has already begun, runs on consecutive Fridays through May 26, from 10:30 a.m. to noon. in Health and Human Services 1 Bldg. (HHS1), Room 104, with the May 19 location still to be determined. Interested individuals can still attend the final four sessions.
Topics scheduled to be covered include retirement investment strategies and plans, covering 403(b),TSA, 401(k) and 457 plans; portfolio diversification, covering PERS, IRAs, stocks, bonds and funds; tax strategies; asset protection through estate planning; how to shield your assets from government intervention; how to avoid unnecessary expense and taxation; how to determine if you need a will or a trust; how to determine who needs an Advance Health Care Directive; and information to help elderly parents or friends.
Each class covers a different topic and is being presented by UR&D. For more information or to register, call 562/985-5489.