Financial & Estate Planning Workshop
Join us at The California Endowment Center
FINANCIAL & ESTATE PLANNING WORKSH0P 2024
Join us for an Financial & Estate Planning Workshop on Thursday, September 5th from 9am-2pm at The California Endowment Center located at 1000 N. Alameda St., Los Angeles, CA 90012. A light breakfast and lunch will be served. Opportunity drawings will take place during the event. Space is limited. Register now!
Financial Topics covered will include:
- Understand personal finances as they relate to aging.
- Learn the importance of assessing your financial situation and setting financial goals.
- Understand the need for scam protection and setting financial boundaries.
- Identify and optimize available financial assets to get the most out of them.
Estate Planning Topics covered will include, but is not limited to:
- Wills, Revocable Living Trust,
- Advanced Healthcare Directives,
- LACERS Special Durable Power of Attorney form and much more.
Our guest speakers are Lily Schweitzer, Financial Advisor, Grace St. Clair, Esq., and a team member from the LACERS Legal Processing Unit. Come on out and learn valuable information and connect with your LACERS family and friends.
Registration: You can register online through your MyLACERS account or by calling LACERS at (800) 779-8328, RTT (888) 349-3996. If you need assistance with registration, you may send an email to LacersWell@lacers.org. You will receive confirmation of your registration via email one week prior to the event date.