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PATRONS | Fall 2016 19 FUTURE FOCUS TAKE INVENTORY OF YOUR FINANCIAL HEALTH PROFESSIONAL ADVISORY COUNCIL – 2017 MONTHLY SEMINARS Torrance Memorial Medical Center'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 volunteers its 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. SESSION: Saturdays, 9 to 11 a.m. Complimentary Continental Breakfast LOCATION: Torrance Memorial Medical Center, Richard B. Hoffman Health Conference Center RSVP to Torrance Memorial Foundation at 310-517-4728. Changes to topics and presenters are not likely, but possible. JANUARY 14 INDIVIDUAL TAXATION: WRAPPING UP 2016 & PLANNING FOR 2017 • 2016 tax return filing updates • Changes to tax laws and regulations in 2017 • Planning for 2017 and beyond Presented by Scott Donnelly, CPA and Alexis Jensen, CPA FEBRUARY 11 HOW TO IDENTIFY AND STOP ELDER ABUSE • Elder abuse law and current efforts to protect seniors • Incapacity and conservatorship • Court battles and trust litigation that tear families apart Presented by Troy Martin, Attorney and Deborah Keesey, Attorney MARCH 11 SAVVY SOCIAL SECURITY PLANNING • Maximize Social Security benefits by applying at the right time • Strategies for couples, divorced individuals and surviving spouses • Impact of poor decisions and how to avoid costly mistakes Presented by Cristin Rigg, CFP®, CDFA™ and Gregory Schilly, CFP® APRIL 8 RETIREMENT, 401(K) AND IRA PRESERVATION STRATEGIES 101 • Financial planning for success and happiness during retirement • Strategies for lifelong income during an era of rising taxes • Leaving money to the people you love instead of an IOU to the IRS Presented by Christian Cordoba, Financial Consultant and Gregory Schill, CFP® MAY 13 THE WHAT AND WHY OF ESTATE PLANNING • What is an estate plan? • How does an estate plan work? • Estate tax planning concepts to consider for your trust Presented by Stephanie Bezner, Attorney and Christian Cordoba, Financial Consultant