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Financial Planning Seminar **NEW!

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classroomb

Get Financially Fit! 

Instructor:  Dean Billman, First Vice President, Wealth Management Financial Advisor, Morgan Stanley Smith Barney

These seminars discuss creating a retirement income "game plan" that incorporates sound investment strategies and current retirement realities.  Topics include why retirement income planning is important, how much is needed to retire comfortably and effective strategies for generating enough income.  Seminars include a slide show, hand-outs, and completely compliance approved.  Let Dean answer all your financial questions for future planning.  Attendees can do these things on their own or with their current financial advisor.  Limited to 35 entries.  Please contact the Foundation office at (310) 544-1948 to preregister.  

July 26:  Secure Your Legacy

This seminar presentation provides an overview of wealth planning topics including, calculating your net worth, estate tax law changes, estate planning tools, different types of personal trusts, handling retirement plan distributions, analyzing insurance needs and the resources available through Morgan Stanley Smith Barney. 

 

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