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FINANCIAL SEMINARS 2013 Fall Schedule The Chaffey College Foundation in collaboration with Forrest F. Wolfe, Attorney and Counselor at Law, offers various financial seminars, open to the community, free of charge. You will learn valuable information and receive a free private consultation.
TRUSTS 101: Understanding the Basics of Trust Planning
August 10, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus September 28, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus October 26, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus Presenter: Forrest Wolfe There are many different types of trust arrangements. This
class will look at three of the most popular trust and how
they can save you thousands of dollars in legal fees, taxes
and expenses, while protecting your family!
Living Trust—Get the straight story on Today’s most popular trust arrangement. If you already have one, when was the last time it was reviewed? Do you know if it will still work today the way you had intended? Wealth Replacement Trust—A simple trust that can save you and your heirs thousands of dollars. Would you like to establish financial security for your family? This trust can help! Special Needs Trust—A trust arrangement designed for those with special needs who may be receiving government entitlements such as SSI and Medicare. Proper trust planning can protect these valuable resources and still allow an inheritance to benefit a person with a disability. TRUSTS 102: What You Need to Know If You Are Appointing or Have Been Appointed Trustee of a Trust or Executor of an Estate August 24, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus November 23, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus Presenter: Forrest Wolfe This information seminar is designed for those desiring additional information and are currently receiving and/or making trust appointments.
Special Needs Planning Seminar October 19, 9:00–10:30 a.m., Wargin Hall 142, Rancho Cucamonga Campus Presenter: Forrest Wolfe If you are caring for a person with a disability or other special needs – a spouse, a child, sibling, dependent parent, other relative or friend – this
seminar is for you. You may need to be concerned not only with unique
health issues, but also with long-term financial needs. Careful life care and
financial strategies can make a difference in the quality of life for your
loved one and other family members – including yourself.
Access information and services that can help improve the quality of life for people with disabilities and other special needs and their families and caregivers. Be prepared and know that the special needs person you are caring for will be taken care of long after you are gone. Presenter
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