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Financial Planning Seminars

Location: 
Classroom B

Seminars are included with paid garden admission

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

These seminars are all firm approved with a slide show and 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 for your reservation at (310) 544-1948. 

June 17:  Saving for College

College Planning 529: A college education is a big ticket item these days.  How much do you need to save to put your children through college?  Come find out, if college is looming on your horizon. 

July 21:  All About the House

Is a remodel in your future?  Being a homeowner means there is always something to do around the house.  Find out the best ways of saving for your future house and garden improvements. 

August 25:  Supporting the Garden for Your Grandkids Future

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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