Financial Symposium 2016
Where are you and your family headed on your financial roadmap?
The University of La Verne invites you to Financial Symposium 2016 so that we can help you avoid feeling overwhelmed and underprepared for life's unexpected changes. We've brought together a team of experts from your community to improve your financial savvy and empower you with the confidence you need to move toward your future.
REGISTER TODAY TO SAVE YOUR SEAT: http://thespot.laverne.edu/financialsymp...
Breakout Sessions & Presenters
(You attend three of your choosing.)
Provide & Protect: Planning for What You Care About
Erika Bayless, gift planner | University of La Verne
Merrill Hanson, Esq. | Law Offices of Merrill Hanson
A comprehensive overview of important life and death decisions in legacy planning, estate documentation, health care, child care and more. Attendees receive a free wills guide and a confidential wills planner account on the University of La Verne website.
Wills and Trusts: Documenting Your Family's Future
Forrest Wolfe, Esq. | Law Offices of Forrest F. Wolfe
For people with and without a will or trust, this session reviews recent changes in estate tax law and teaches you how to use specific kinds of trusts to protect your heirs and allow them to avoid lengthy asset distribution and high probate costs.
21st Century Estate Planning: An Overview of Digital Assets
Mary Ann Quay, CPA | Vicenti, Lloyd & Stutzman, LLP
This session focuses on digital assets, what they are and what can happen to them when you die. Also included is a discussion of the importance of digital assets in estate planning and suggestions for what you can do to protect them against loss or misuse.
Go with the (Cash) Flow: the Art of Managing Your Money
Jim Irwin, CPA | University of La Verne
Covering a wide range of personal financial matters, this session includes budgeting tips, easy-to-use cash flow tracking tools, the effective utilization of credit, ways to enhance your credit score, and other tried and true money management practices.
What Does Your Retirement Look Like?
Nathan R. Logan | Morgan Stanley
Attendees of this session review portfolio withdrawal rates, measure how retirement dreams are affected by spending habits, assess sequencing returns and how they can impact retirement goals, and crunch their own numbers for retirement planning.
What the "Normal Market" Means for Your Real Estate Investments
Don Kendrick | Don Kendrick Real Estate
Learn about the importance of having secured investments and what current real estate trends in this "normal" market mean for both buyers and sellers. Also included is an area inventory of home prices, pending properties and year-to-date sales.
Using Life Insurance to Strengthen Your Financial Plan
Jon Krellwitz | Legend Equities Corporation
Whether you are looking to purchase your first contract or reassess the appropriateness of your existing policy, this session helps you evaluate your current and future needs for coverage and how life insurance policies can fit into your financial and estate plans.
at 1950 Third Street
La Verne, United States
Orignal From: Financial Symposium 2016
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