Financial Forum's October Speaker Event:
Speaker: John Trask, Director of Wealth Management at TIAA-CREF
Topic: Will Your Golden Years Shine?
Location: Fireside Room, Gateway Clubhouse
Date: Tuesday, October 28, at 12:00 Noon
Estate planning isn’t just for the wealthy or elderly—it’s a key part of financial wellness for anyone who wants to protect their legacy and support their loved ones. Without a plan, your assets may face unnecessary taxation, your healthcare wishes could go unrecognized, and your family might be left with difficult decisions during already challenging times.
What You’ll Learn:
✔ How to clearly communicate your healthcare preferences
✔ Tax-efficient gifting strategies
✔ Which legal documents matter—and when to use them
✔ How to confidently speak with legal professionals
✔ Steps to take control of your legacy with peace of mind
Whether you’re just starting to think about estate planning or looking to update your current plans, this session offers practical insights for every stage of life.
The Financial Forum is a 501(C)3 organization whose mission is to educate our members in all financial matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcome and greatly appreciated.
This event is for active members only. There will be a light lunch available. To make a reservation, please press the Register button. For more information on the speaker, please call Joe Hoffman at 925-954-7912.
