The Downey Patriot

View Original

Financial seminar for families at CSULB

LONG BEACH - A free seminar designed to answer questions related to family law, insurance and financial planning needs will be presented by Cal State Long Beach's Office of Estate and Gift Planning on July 21.Called the "Family Finance Forum," the seminar will run from 7-9 p.m. in CSULB's Cornerstone Building offices, located at 1000 N. Studebaker Rd. The two-hour event will feature professionals from the law, insurance and financial planning fields who will be on-hand to provide insight and work through many of the tough decisions that families have to make, including: financial planning concepts that can enable a bright future for a family; sorting through the various insurance options and determining which is best in the long term; and how to understand wills, trusts and powers of attorney. Professional advisors on hand at the event will include Delia Fernandez, Fernandez Financial Advisory; Shawn Lefebvre, financial consultant; Linda Wallace, Wallace Financial and Insurance Solutions; Paul Glowienke, Northwestern Mutual; Stacey Gaines, financial advisor with Edward Jones; Jessica Dorman-Davis, Freeman, Freeman and Smiley; and Michael McGuire, California Elder Law Center. People interested in attending the event can register by calling (562) 985-5607 or online at www.csulb.edu/plannedgiving.

********** Published: July 15, 2010 - Volume 9 - Issue 13