California State University, Long Beach
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Financial  Series Available for CSULB Faculty, Staff

“Money Talks,” a free four-week financial and estate planning series presented by University Relations and Development for CSULB faculty and staff, will be held on consecutive Fridays, Oct. 19-Nov. 9, from noon-1:30 p.m., on campus in the Psychology Building, Room 153.

The series will be taught by Susan Berkman, assistant vice president, and Susan Knopick, director of development, both from CSULB’s Office of Estate and Gift Planning; and Delia Fernandez, a certified financial planner.

A wide range of topics will be covered during the four weeks, including:

  • Retirement investment strategies and plans - 403(b)s, 401(k)s, TSAs, 457s
  • Portfolio Diversification – PERS, IRAs, stocks, bonds, funds
  • Tax Strategies
  • Asset protections through estate planning

For more information or to register for the series, please contact Terri McAdams at 562/985-5607.