Estate Planning and Charitable Giving
(Open to the Public)
Three Days • Noon–1 p.m. • Zoom
Tuesday September 12 • Wednesday October 18 • Thursday November 9
CREATING CERTAINTY IN AN UNCERTAIN WORLD
Grab your lunch, pull up a chair and please plan to join us for this information session on estate planning. Each webinar covers the basics of estate planning in California so plan to attend the one that is most convenient to your schedule.
A No-Cost Lunch-Time Webinar!
Estate planning is something each of us can do to ensure our values, ideals, and charitable goals are part of our legacy. No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money. We will show you step-by-step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind!
Our estate planning workshops provided by the Meier Law Firm (https://www.meierfirm.com/). Should you have any questions, please reach out to Hart Roussel at csufplannedgift@fullerton.edu.
SPECIAL GUEST PRESENTER: LAURA MEIER, Esq
Laura Meier is a California estate planning attorney who is also a proud alumna of the CSU. Laura is the author of The Family Nest Egg, and, Good Parents Worry, Great Parents Plan. She is the host of the If Life Were Perfect Podcast. She and her husband, Joshua Meier, Esq., own the Meier Law Firm in Newport Beach, CA and are the proud parents of four children. You can learn more at meierfirm.com.
Please register for this FREE Webinar. You may join by computer, tablet or phone. Prior to the workshop, you will receive an email with the Zoom link to join. You will need to register to receive the Zoom link for the workshop.
SEPTEMBER 12, 2023, Tuesday at 12:00 – 1:00 pm PT
Estate Planning Musts: Wills, Trusts, and Creating Peace of Mind
Click here to register for the September 12 webinar.
Registration opens on August 29.
OCTOBER 18, 2023, Wednesday at 12:00 – 1:00 pm PT
Estate Planning Musts: Wills, Trusts, and Creating Peace of Mind
Click here to register for the October 18 webinar. Registration opens on September 13.
NOVEMBER 9, 2023, Thursday at 12:00 – 1:00 pm PT
Estate Planning Musts: Wills, Trusts, and Creating Peace of Mind!
Click here to register for the November 9 webinar. Registration opens on October 19.
