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Gift Planning

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

 
THURSDAY, MAY 27, 2021 at 12 noon
Let's Talk:  Educating Your Family About Your Estate Plan
You have your estate plan in place along with all of the necessary documents.  Now, how do you have the conversation with your family about your plans?  It is never an easy conversation to start but an extremely important conversation to have.  Join us to learn various approaches and what details you might consider discussing so everyone has peace of mind.


FEATURED SPEAKERS 
Photo of Scott DonnellyScott Donnelly ’85- Partner and CPA at PDM LLP
Scott’s specializes in estate planning, complex tax compliance and consultation. Scott graduated from California State University, Long Beach with a Bachelor of Science in Accounting and has a Master of Taxation from the University of Southern California. 
 
Photo of Paige FingerhutPaige FingerhutRealtor and Probate Specialist at
Beach Equities Real Estate
Paige is an experienced Realtor and Co-Owner of Beach Equities. With almost 20 years of experience, she maintains expertise in probate, trust, and conservatorship sales, working extensively with attorneys, CPA’s, trustees, administrators, and conservators. Paige grew up in a CSULB alumni home in close proximity to the university. She earned her B.A. in International Relations from the University of Southern California and holds a Senior Real Estate Specialist designation from the National Association of Realtors.

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