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| FINANCIAL SEMINARS 2008 Fall Schedule The Chaffey College Foundation in collaboration with Richard Finley, Independent Financial Advisor, Forrest F. Wolfe, Attorney and Counselor at Law, and the Chaffey Federal Credit Union, offers various financial seminars, open to the community, free of charge. You will learn valuable information and receive a free private consultation with our team of experts.
REAL ESTATE—NOW WHAT? INVESTMENT PROPERTY
September 6, 2008, 9:00 a.m., Wargin Hall 112, Instructor: Richard D. Finley Commercial, residential, raw land, it doesn’t matter what flavor,
the current marketplace offers some unique challenges and
opportunities. Should you buy, sell, exchange? Leverage or cash?
This class will highlight the options that look best in our current
economic situation. Join us for a discussion of investment real
estate as the economy moves ahead.
CHANGING JOBS—WHAT DO I DO WITH MY RETIREMENT PLAN? September 27, 2008, 9:00 a.m., Wargin Hall 112, Instructor: Richard D. Finley Take it with me, leave it where it is, roll it over, take income
now? What are my options? This class will look at the do’s
and don’ts, what and whatnots, when analyzing the transfer
of your ex-employer’s retirement plan. 72T, special tax
treatment opportunities, rollovers, start a new plan. Even if
you are just retiring and not changing jobs or laid off, you
will find this class beneficial.
TRUST 101 & TRUST 102 COMBINATION: UNDERSTANDING THE BASICS OF TRUST PLANNING AND WHAT TO DO WHEN YOU ARE APPOINTED A TRUSTEE OF AN ESTATE October 15, 2008, 6:30p.m., Modular 5, Instructor: Forrest Wolfe Class is a collaboration with the Chaffey Federal Credit Union This class will look at three of the most popular trusts and how
they can save you thousands of dollars in legal fees, taxes and
expenses, while protecting your family! Basic information on
Living Trusts, Wealth Replacement Trust and Special Needs trusts.
Also you’ve been named executor/trustee– now what does that
mean? Review of responsibilities and how to go about getting
everything accomplished. This will help you get organized for the
estate of a loved one recently passed or how to prepare an estate for
the eventuality.
TRUST 101: UNDERSTANDING THE BASICS OF TRUST PLANNING November 8, 2008, 9:00 a.m., Wargin Hall 112, Instructor: 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. TRUST 102: WHAT TO DO WHEN APPOINTED AS TRUSTEE OF AN ESTATE November 15, 2008, 9:00 a.m., Wargin Hall 112, Instructor: Richard D. Finley You’ve been named executor/trustee—now what?
This class will help you to understand what needs to be
done. What your responsibilities are and how to go about
accomplishing them. This class will help you get organized
for the estate of a loved one recently passed or how to
prepare an estate for the eventuality.
REAL ESTATE—NOW WHAT? PERSONAL RESIDENTIAL PROPERTY November 22, 2008, 9:00 a.m., Social Science 3, Instructor: Richard D. Finley Subprime loans, short sales, foreclosures. What dos it all mean? What are the ramifications of bankruptcy? How hard should you struggle to stay in your home? What is the cost if you don't? Join us for a discussion of the challenges facing homeowners today.
Presenters
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