Retirement planning topic of seminar

LONG BEACH - The Office of Estate and Gift Planning at Cal State Long Beach will hold a free financial seminar titled "Retirement Planning and Protection" on Tuesday from 7 to 9 p.m.The event will be held in the CSULB office at 1000 N. Studebaker Rd., located near the intersection of Anaheim Street and Studebaker in the Cornerstone Church building. Making up the panel of experts will be Delia Fernandez, Fernandez Financial Advisory; Shawn Lefebvre, financial consultant; Paul Glowienki, Northwestern Mutual; Jessica Dorman-Davis, Esq., Freeman/Freeman/Smiley; Linda Wallace, Wallace Financial and Insurance Solutions; and Joel Napalan, Union Bank. "With more and more individuals looking at retirement options, this is an ideal presentation to attend," said CSULB's Susan Berkman, assistant vice president for estate and gift planning. "Our panel members have a wide range of expertise in this area." At the presentation, which is open to the public, the panel will discuss a variety of topics, including: •Funding retirement plans •Withdrawing from retirement plans •Protecting your retirement incomes •Tax sheltered vs. unsheltered retirement plans •Charitable and commercial annuities •Converting real estate and collectibles into retirement income For more information, contact Lori Evans at (562) 985-5489 or e-mail plannedgiving@csulb.edu.

********** Published: January 22, 2010 - Volume 8 - Issue 40