California State University, Long Beach
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“Healthy, Wealthy and Wise” Class Scheduled for Faculty/Staff on Fridays – Oct. 3-Nov. 14

CSULB will host “Healthy, Wealthy and Wise,” a six-week financial and estate planning course that will be held on consecutive Fridays from Oct. 3 through Nov. 14 (no class on Oct. 31). Each class is scheduled from noon-1:30 p.m. and will be held in the psychology building, Room 153. Those in attendance are welcome to bring their lunch.

Presented by the Office of Estate and Gift Planning, the classes are open to all faculty and staff, but openings are on a first-come, first-served basis. Classes are free with no obligation and no selling of any kind will take place. In addition, you do not have to attend all six sessions, though it is encouraged.

The discussion will be led by CSULB’s Susan Berkman, assistant vice president for estate and gift planning; Susan Knopick, director of development for estate and gift planning; and Delia Fernandez, a certified financial planner.

“We are happy to continue providing this series for faculty and staff who want to learn about preparing for retirement,” Berkman explained.  “And, while we will be discussing retirement issues, we will also be covering a lot of different areas that will provide participants with general, basic information on estate planning.”

Topics to be covered include retirement investment strategies and plans — 403(b)s, 401(k)s, TSAs, 457s; portfolio diversification – PERS, IRAs, stocks, bonds, funds; tax strategies; and asset protections through estate planning.

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