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Date:
October 29, 2019
Time:
9:30 AM - 11:00 AM
Location:
Library - Orange Public Library & History Center (Main)
Address:
407 E Chapman Ave
Orange, CA 92866
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It's Your Estate

Tuesday, October 29, 2019

What is the very first question you should ask your financial advisor? What is the best way to leave your IRA, 401 (K) and other retirement assets to your heirs? How much income tax is your estate going to pay? We can help you find answers. It’s time again for the Orange Public Library Foundation’s popular free money management seminar. Everyone is welcome, no products will be sold, and your personal information will not be shared. September 10 Introduction and New Tax Law September 17 Estate Planning Basics September 24 Planning for Incapacity October 1 Living Trust October 8 Charitable Income and Tax Planning Issues October 15 Retirement Account Planning October 22 Role of Trustee and Executor October 29 Case Study and Course Review