Financial Fitness Boot Camp
Saturday, March 12, 2016
LA Financial Credit Union Headquarters - 1520 W. Colorado Blvd., Pasadena, CA 91105
Estate Planning: What families need to know
by Terzian Law Partners
Help ensure your family's future; how to legally keep your family's wealth in your pocket (and not the government's); protect your assets. Choosing the right guardian for your children; how to ensure your spouse will know what to do when you pass away.
11:00 - 11:45am
Retirement Matters: An inside look at retirement living
by LA Member Choice Wealth Management
Retirement living concerns, preparing for retirement, health care costs and spending patterns.
11:45 - 12:30pm
Lunch
12:30-1:15pm
Bridge the Gap - Questions aging parents & adult children must address
by LA Member Choice Wealth Management
Are you prepared for the financial responsibility of caring for an aging parent? Do your children know your wishes as it pertains to your care giving needs?
1:30 - 2:15pm
Forecast 2016 - It's all about perspective
by LA Member Choice Wealth Management
Sharing thoughts on world economies and financial markets. Taking a look back at 2015, discuss where we are today, and look ahead at what may be coming in 2016. Discussing perspectives and how everyone sees the world through distinct filters.
Seating is limited...
for more information and to RSVP, please visit www.lafinancial-wealth.org/p/bootcamp
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured LA Member Choice deposits and are not NCUA Insured. These products are not obligations of LA Member Choice and are not endorsed, recommended or guaranteed by LA Member Choice or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Branch Office: 716 West 1st Street Los Angeles, California 90012
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