The Downey Patriot

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Financial seminars at CSULB

LONG BEACH - The office of estate and gift planning at Cal State Long Beach is offering a free, three-part seminar series titled "Protect Your Financial Assets...Today, Tomorrow and Always" at the Long Beach campus.The series begins Jan. 25 with its opening seminar on "Protecting What You Have Now: Investment Strategies and Risk Management," followed by the second offering Feb. 9, titled "Protecting What You Will Have for the Future: Retirement Planning Ideas, Insurance and Health Care Options." The seminar series concludes Feb. 22 with "Protecting What You Leave to Others, Estate Planning, Including Wills and Trusts." Each of the seminars will run from 5:30 to 7:30 p.m. in the school's Pyramid Annex Conference Center. Visitors should use the Atherton Street/Merriam Way entrance and park in Lot 13, adjacent to the Walter Pyramid. "This three-part series will answer many of the financial planning and tax questions during this unpredictable economic climate," said Susan Berkman, CSULB's assistant vice president for estate and planned giving. Berkman stressed that the seminar series is for educational purposes only. There is no sales pitch, and no products will be sold. While the seminar is free, registration is required by calling (562) 985-5607 or online at www.csulb.edu.

********** Published: January 13, 2011 - Volume 9 - Issue 39