CSULB presents free seminar Family Finance Forum
2010-07-09 · By Editor
A free seminar designed to answer questions related to families’ law, insurance and financial planning needs will be presented by Cal State Long Beach’s (CSULB) Office of Estate and Gift Planning on Wednesday, 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 Road (near the corner of Anaheim Road and Studebaker Road).
The two-hour Family Finance Forum 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, MBA, CFP, Fernandez Financial Advisory, LLC; Shawn Lefebvre, financial consultant; Linda Wallace, MBA, CHFC, CLU, Wallace Financial and Insurance Solutions; Paul Glowienke, MBA, Northwestern Mutual; Stacey Gaines, financial advisor, Edward Jones; Jessica Dorman-Davis, Esq, Freeman, Freeman and Smiley; and Michael McGuire, Esq., California Elder Law Center.
Those interested in attending the Family Finance Forum can register by phone at 562/985-5607, or they can register on-line or by fax by going to www.csulb.edu/plannedgiving or RSVP via email to firstname.lastname@example.org.