Issue link: https://digital.copcomm.com/i/670198
PATRONS | Spring 2016 18 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® JULY 9 BOOT CAMP FOR EXECUTORS • Key concepts and terms in plain English • Duties and responsibilities of the settlement process • Preparation today to mitigate challenges in the future PRESENTERS: Eric Harris, Attorney Co-Presenter, TBD SEPTEMBER 10 ESTATE PLANNING: AVOIDING THE PITFALLS OF PROBATE • What is an estate plan? • What are the pitfalls of probate? • How do I plan for different types of assets? PRESENTERS: Stephanie Bezner, Attorney and Cristin Rigg, CFP®, CDFATM® OCTOBER 8 YEAR-END TAX PLANNING • Income tax strategies • Charitable giving consideration • Estate planning techniques PRESENTERS: Scott Donnelly, CPA Stuart Tsujimoto, CFP® JUNE 11 FAMILY MATTERS: MULTI-GENERATIONAL LEGACY PLANNING (PANEL) • Transferring assets to future generations without destroying their futures • When is the right time to talk to your children about your money? • Issues to avoid for families of wealth PRESENTERS: Troy Martin, Attorney, Derrick Kawamoto, Financial Planner, Mark Tsujimoto, Moderator AUGUST 13 INVESTMENT PLANNING: A PRIMER ON MUTUAL FUNDS • Overview of funds, share classes and expenses • Active versus passive investing • Research options and fund selection PRESENTERS: Gregory Schill, CFP® and Stephen Connors, CFP® PROFESSIONAL ADVISORY COUNCIL 2016 MONTHLY SEMINARS Torrance Memorial's Professional Advisory Council (PAC) is a volunteer group of attorneys, financial planners and CPAs brought together by the 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 has volunteered 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. Complimentary Breakfast Location: Torrance Memorial Medical Center, Richard B. HoffmanHealth Conference Center RSVP to Torrance Memorial Foundation at (310) 517-4728 Taking Care of Your Financial Health FUTURE FOCUS Changes to topics and presenters are not likely, but possible.