Fall 2015

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PATRONS | Fall 2015 21 JANUARY 9 INDIVIDUAL TAXATION: COMPLETING 2015 & PLANNING 2016 • 2015 tax return filing updates • Changes to tax laws and regulations in 2016 • Planning for 2016 and beyond PRESENTERS: Scott Donnelly, CPA and Ed Kelly, CFP ® FEBRUARY 13 LONG TERM CARE: ADDRESSING AN UNCERTAIN FUTURE • Understand your options, what they cost, and what is best for you • Regulatory changes and their impact on quality and access to services • Paying for care without losing financial security in retirement PRESENTERS: Sylvia Thompson, Eldercare Consultant and Cristin Rigg, CFP ® , CDFA TM APRIL 9 ABCs OF ESTATE PLANNING • What is an estate plan? • How does an estate plan work? • Estate planning concepts to consider for your will/trust PRESENTERS: Kazuaki Uemura, Attorney and Christian Cordoba, Financial Consultant MAY 14 RETIREMENT, 401(k) & IRA PRESERVATION STRATEGIES 101 • e most underutilized recipe for success and happiness during retirement • Planning for lifelong income during an era of rising taxes • Leaving money to the people you love instead of an IOU to the IRS PRESENTERS: Christian Cordoba, Financial Consultant and Ed Kelly, CFP ® MARCH 12 SAVVY SOCIAL SECURITY PLANNING • Maximize your Social Security benefits by applying at the right time • Unique strategies for married couples, divorced individuals and surviving spouses • e impact of poor Social Security decisions and how to avoid costly mistakes PRESENTERS: Cristin Rigg, CFP ® , CDFA TM and Gregory Schill, CFP ® 2016 FINANCIAL PLANNING SEMINAR SCHEDULE Torrance Memorial's Professional Advisory Council (PAC) is a volunteer group of estate planning attorneys, financial planners, CPAs and eldercare professionals brought together by a mission of educating the community on the benefits of charitable tax and estate planning. As part of PAC's community outreach, this group of professionals volunteers their time to conduct a series of informative, interactive and educational seminars on a variety of financial topics. ese free seminars are strictly educational; no products or services will be sold to attendees. Sessions: Saturdays, 9 to 11 a.m. Location: Torrance Memorial Medical Center, Richard B. HoffmanHealth Conference Center For more information, please call Sandy VandenBerge at 310-784-4843. Taking Care of Your Financial Health FUTURE FOCUS

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