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Free Financial Seminars This Month

Published: February 2, 2015

CSULB’s Office of Gift Planning will hold four free seminars aimed at helping individuals tackle their financial future with assistance from professionals in the areas of law, insurance and finance.

Each seminar begins at 6 p.m. and will be held in the Anatol Conference Center located on upper campus.

The seminar schedule is:

• Wednesday, Feb. 4 — Finance in Plain English

• Wednesday, Feb. 11 — Finance Tools for the Sandwich Generation: Caring for Your Elders and Your Children

• Tuesday, Feb. 17 — Wills and Trusts 101: Understanding Your Parents’ Documents and Your Own

• Wednesday, Feb. 25 — Financial Planning for Blended Families

On Wednesday, March 4, professional advisors will be available to conduct personal document reviews for seminar attendees by appointment only.

Individuals wanting to participate may attend one or all of the scheduled seminars.

Among the professionals scheduled to participate in the series are Jennifer A. Bennett, elder care consultant, LivHome, Inc.; Laura Bromlow, attorney/advisor, Lanzone Morgan; Brian Y. Chou, attorney; Jessica S. Dorman-Davis, attorney, Freeman, Freeman and Smiley; Kevin J. Dykes, insurance and finance agent; Arthur Felix, financial advisor, Morgan Stanley Wealth Management; Paul M. Glowienke, financial advisor, Northwestern Mutual; James Mills-Winkler, financial advisor, Waddell & Reed Financial Advisors; and Linda L. Wallace, Linda L. Wallace Financial and Insurance Solutions.

For additional information, call 562/985-5489, e-mail giftplanning@csulb.edu or visit the gift planning website to register.