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Member seminars

Upcoming Seminars for 2008

Estate Conservation: Preserving Wealth for Your Heirs with Tristan Ludwig
Date	Time	Place	Description
Tuesday, September 9th	6:30pm-7:30pm	CD Federal	Learn more about the importance of Wills and Trusts to protect your family from probate and costly fees.   Seminar will cover: Principles of Estate Conservation 1.  Fundamentals 2.  Challenges 3.  Basic Distribution 4.  Trust Strategies
RSVP with Sumer: 925-825-0900, ext. 323
ID Theft
Date	Time	Place	Description
Tuesday, October 14th	6:00pm-7:30pm	CD Federal	Learn how to protect yourself from becoming a victim of Identity Theft.
RSVP with Sumer: 925-825-0900, ext. 323
College Planning with Tristan Ludwig
Date	Time	Place	Description
Tuesday, November 4th	6:30pm-7:30pm	CD Federal	Seminar will cover: How to get the maximum amount of money for college. 1.  Understand that College Planning is also a Retirement Issue 2.  How does Financial Aid work and who is eligible? 3.  How to find federal & state grants. 4.  How to find scholarships.
RSVP with Sumer: 925-825-0900, ext. 323

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Dates and times are tentatively set and are subject to change.

 

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