Planning for Retirement & Protecting Your Legacy
Trusts and Estates Partner, David Little, is co-presenting at a Samuel Merritt University estate planning seminar on March 19th. The program will cover financial planning along with wills and trusts.
Preparing for retirement requires thoughtful planning of your finances to maximize the legacy you leave to your beneficiaries. In this free 60minute seminar, retirement planning specialist Brenda Knudsen of Fidelity Investments will review key retirement planning concepts, including income plans, key risks, the impact of taxes, and opportunities for tax-efficient charitable giving. David Little, estate planning attorney, will explain wills, trusts, and how to ensure your wishes are honored, your assets are protected, and your loved ones are cared for without unnecessary complications or probate delays. You are invited to arrive a few minutes early for refreshments and enjoy the breathtaking bay view from SMU’s 10th floor.
This seminar is offered in-person only and will not be recorded.
Schedule:
3:45-4 pm –Refreshments
4-5 pm – Presentations
5-5:30 pm –Q&A, mingle, and optional SMU Oakland campus tour
Organization
Speakers
Additional Speakers
Brenda Knudsen CRPC® ECA®
Workplace Financial Consultant
Fidelity Investments