CLASSES WITHOUT QUIZZES!
No cost, no quizzes, come join us for one or all of these panel-led discussions.
Thursday, October 1, 2020, at 11:00 a.m.THE COVID REAL ESTATE PIVOT: IDEAS FOR REAL ESTATE AND RENTAL PROPERTY
Panelists
Scott Donnelly ’85- Partner and CPA- PDM LLC
Delia Fernandez ’82- Financial Advisor at Fernandez Financial Advisory
Ryan Rayburn ’09- Senior Advisor at Centennial Advisers Multifamily Properties
Do you own a rental property but you’re ready to stop being a landlord? Do you own commercial property that last value or tenants but still causes tax issues for you? This panel of professional advisors will discuss ideas, things to watch out for and successful strategies you can use to take the next step toward making your property work for you.
Thursday, October 15, 2020, at 11:00 a.m.
LIFE-LONG CARE: KEY THOUGHTS ABOUT CARING FOR AN AGING LOVED ONE
Panelists
Maty Guiza ’17- Care Consultant at Arosa LivHOME
Delia Fernandez ’82- Financial Advisor at Fernandez Financial Advisory
Paige Fingerhut- Realtor and Probate Specialist at Beach Equities Real Estate
In addition to the day-to-day caregiving activities that can be increasingly challenging, the planning for the future care of an aging loved one – and yourself is very important. Maty, Delia, and Paige will discuss continuing care, financial planning, and real estate approaches and share resources so you can make a decision with confidence.
Thursday, November 12, 2020, at 11:00 a.m.
TAX PLANNING CONCEPTS FOR THE NEW YEAR
Panelists
Scott Donnelly ’85- Partner and CPA specializing in Estate Planning
PDM Certified Public Accountants
Scott Magee ’81- Partner and Attorney at Magee & Adler Estate Planning
Delia Fernandez ’82- Financial Advisor at Fernandez Financial Advisory
The CARES Act, the SECURE Act and other recent legislation has changed our tax picture for the coming year. Our panel of experts will share what changes will affect your 2020 tax picture and offer suggestions for future planning.
RSVP for one or all three sessions:
- Click here (write "Class" and Date in Comments) OR
- Email giftplanning@csulb.edu OR
- Leave a voice mail by telephone at 562-985-5489.
Log-in information will be provided upon RSVP.