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Gift Planning

CSULB GIFT PLANNING LUNCH AND LEARN WEBINARS  
No cost, no quizzes, come join us!  Registration information below!

 
THURSDAY, JUNE 10, 2021 at 12 noon
PERSONAL BUDGETING FOR ANY HOUSEHOLD: 
TAKE CONTROL OF YOUR FINANCES

Changes to your household income, uncertainty about investments, debt, and anxiety—not being in control of your finances means not being in control of your future.  While we have been living in unprecedented times, the financial steps you must take to preserve under any circumstances are time-tested and true. We will show you how implementing a personal budget is critical to the long term financial health of your family and setting yourself up to financially thrive no matter what life may bring.


THURSDAY, JUNE 17, 2021 at 12 noon
GETTING YOUR LEGAL DUCKS IN A ROW:  WILLS, TRUSTS AND MORE!
No one wants to think about getting seriously ill or worse, but these are scenarios we must prepare for to protect ourselves and our loved ones.  This estate planning webinar will share with you the legal and practical steps you can take to ensure your wishes are accommodated and your family is protected.


FEATURED SPEAKER FOR JUNE 10 and JUNE 17
Photo of Laura MeierLaura Meier, Esq. '00
Laura is a proud alumna of CSULB who co-owns the Meier Law Firm in Newport Beach, California with her husband Josh Meier.  Laura is the author of The Family Nest Egg (Penguin Random House and Diversion Books) and is the host of the podcast, If Life Were Perfect.

 
REGISTRATION REQUIRED
Three ways to register - please include your name, phone and email



 
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