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Gift Planning

CSULB GIFT PLANNING LUNCH AND LEARN WEBINARS  
No cost, no quizzes, come join us

 
Webinar #2
Wednesday, April 21, 2021 at 12:00 noon
Long Term Care Planning:  What It Is and Why You Need It
Long Term Care considerations are crucial to meeting your financial planning goals and ensuring that you have control over your quality of life.  There are many aspects to consider when planning for long term care of you or a loved one.  Come learn more about how to create a   long term care plan in your financial and estate plans.

FEATURED SPEAKERS
Delia Fernandez, '82, Financial Advisor at Fernandez Financial Advisory, LLC
Delia Fernandez
Delia Fernandez is a personal financial planner and investment advisor registered with   the State of California. She is a CERTIFIED FINANCIAL PLANNER. She holds an MBA from California State University, Long Beach, a B.A. in British and American Literature from Scripps College, and a Certificate in Personal Financial Planning from University of California, Irvine.


Andy DilsaverFinancial Advisor at The South Bay Group at Morgan Stanley.   As a CERTIFIED FINANCIAL PLANNER™, Andy works with clients in all stages of the wealth cycle to create solutions for each chapter of life. He earned his BA at Bowling Green University in Sports Marketing and International Marketing. Andy is active in his community and enjoys teaching financial education to the community at Cal State Long Beach.

REGISTRATION REQUIRED
Three ways to register - please include your name, phone and email
Webinar #3
THURSDAY, APRIL 29, 2021 at 12 noon
Decluttering 101
Do you or a loved one have the ongoing challenge of what to do with all of the “stuff?” We all have stuff, some of us have a bunch of stuff, others have a lot of stuff and still others seem to have WAY too much stuff! Regina will identify the difference between disorganization, chronic disorganization and when disorganization becomes hoarding.  Join us to learn about how to understand the history and reason behind disorganization and how you can take steps to declutter and create a support system to keep all the “stuff” where it belongs.

FEATURED SPEAKER
Regina F. Lark, PhD
In 2008, Dr. Regina Lark founded A Clear Path: Professional Organizing and Productivity. Regina is a featured speaker and educator on issues ranging from productivity, hoarding, and women’s leadership. As a Certified Professional Organizer CPO®, Regina is a specialist in boomer and senior downsizing, residential organizing, and life transitions. With an additional Certification in Chronic Disorganization, she works with clients who are challenged by ADHD, hoarding, procrastination, and time management. Regina is the author of Psychic Debris, Crowded Closets: The Relationship between the Stuff in your Head and What's Under your Bed.  Since 2018, she is identified as one of “20 Best” Professional Organizers by Expertise.com. In 2016, she was named one of LA’s Top 10 Organizers by CBS/KCAL Channel 2 and was awarded by “Most Innovative Organizer” in 2013 by NAPO-LA. She earned her Ph.D. in history from the University of Southern California.

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

SAVE THE DATES!  Registration for upcoming webinars will open about 3 weeks before the first one!
Webinar #4:  Thursday, May 27, 2021 -  Educating Your Family About Your Estate Plan
Webinar #5:  Thursday, June 10, 2021 - How to Create Certainty in an Uncertain World: Personal Budgeting
Webinar #6:  Thursday, June 17, 2021 - How to Create Certainty in an Uncertain World:  Estate Planning Musts

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