Financial planning, as defined by the Certified Financial Planner Board of Standards, is the process of meeting your life goals through the proper management of one’s finances.
On September 26, MonteCedro, a new planned Episcopal Communities and Services Continuing Care Retirement Community in Altadena, is inviting surrounding San Gabriel Valley area residents to explore various estate planning and retirement options during its ‘Your Finances, Your Future’ event with Brad Breeding of LifeSite Logics and Jean Kim of Merrill Lynch.
During the two hour event, Kim will outline the basics of estate planning and educate attendees on various applicable tax codes. Additionally, Breeding will discuss the key differentiators in retirement living and the four deciding factors in selecting retirement housing: Lifestyle, Contract Details, Financial Stability and Healthcare.
Space is limited for this event. To register, please visit www.montecedro.org or call 877-282-1584.
WHEN: September 26, 2012 at 10:00 a.m. PST
WHERE: The Athenaeum at the California Institute of Technology, 551 South Hill Ave., Pasadena, CA 91103
from Episcopal Communities and Services
On September 26, MonteCedro, a new planned Episcopal Communities and Services Continuing Care Retirement Community in Altadena, is inviting surrounding San Gabriel Valley area residents to explore various estate planning and retirement options during its ‘Your Finances, Your Future’ event with Brad Breeding of LifeSite Logics and Jean Kim of Merrill Lynch.
During the two hour event, Kim will outline the basics of estate planning and educate attendees on various applicable tax codes. Additionally, Breeding will discuss the key differentiators in retirement living and the four deciding factors in selecting retirement housing: Lifestyle, Contract Details, Financial Stability and Healthcare.
Space is limited for this event. To register, please visit www.montecedro.org or call 877-282-1584.
WHEN: September 26, 2012 at 10:00 a.m. PST
WHERE: The Athenaeum at the California Institute of Technology, 551 South Hill Ave., Pasadena, CA 91103