Orange County Financial Planning Day is a FREE EVENT where you’ll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation.
All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues to help you find the answers you need.
(NOTE: This valuable information was forwarded by Shari Freidenrich, CPA – Huntington Beach OC Treasurer, who is also running for OC Treasurer with extensive Bipartisan support.)
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TOPICS COVERED:
| GENERAL FINANCIAL PLANNING Buying a Home – Debt Management Building a College Fund – Savings Goals ______________________________________ SPECIAL CIRCUMSTANCES Job Loss and Job Change – Foreclosure Assistance Change in Marital Status ______________________________________ INVESTMENT PLANNING Investment Strategies – Asset Accumulation Generating Investment Income ______________________________________ RETIREMENT PLANNING Building a Retirement Fund – 401(k) and 403(b) Plans IRA Accounts – Social Security ______________________________________ |
INCOME TAX PLANNING Tax Reduction Strategies Charitable Contributions – Small Business Taxation ______________________________________ ESTATE PLANNING Building an Inheritance – Wills and Trusts Estate Tax Strategies ______________________________________ INSURANCE PLANNING Life Insurance Coverage – Disability Insurance Long-term Care Planning ______________________________________ EMPLOYEE BENEFITS Managing Health Insurance – Health Savings Accounts Pension Benefits ______________________________________ |
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Orange County Financial Planning Day
Saturday, October 23, 2010
10:00 am – 3:00 pm
Huntington Beach Central Public Library
7111 Talbert Ave.
Huntington Beach, CA 92648
CLICK HERE FOR A DETAILED AGENDA and TO REGISTER.
(You can also find Financial Planning Events for other cities nationwide.)
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posted by Francisco J. Barragan CPA, CIA (passed CISA in Dec. 2007)
Francisco is a past President of The Inst. of Internal Auditors – OC Chapter; Past President of ALPFA-OC; and Commander of UMAVA – USA veterans organization; and a seasoned Chief Audit Executive for multinational manufacturing companies.
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