Estate Planning Panel Discussion with Eric N. Holk, Certified Specialist in Estate Planning, Trust & Probate Law
Tuesday, April 25, 6 - 8:00 p.m.
We want to make sure you have the personal financial management skills and tools to help you and your family live and enjoy the best life possible. In the spirit of improving financial awareness and financial literacy, The Monterey Public Library and The Financial Awareness Foundation have a very special gift for you.
Estate planning can seem a daunting and insurmountable task for some. Yet it’s one of the most important things you can do for yourself and your loved ones. We invite you and your family member to attend our free, two-hour seminar, where we’ll cover the essential principles of smart estate planning, giving you the confidence to get and keep your estate plans in order and up-to-date.
You will learn: Estate Planning Overview, Common estate planning terms, Core documents that will be prepared, Six steps to successful estate planning, Information necessary to begin planning, Considerations in choosing an attorney, Working with advisors, Estate planning mistakes to avoid, Tips to save you time and money.
Attendees will also receive an invaluable complimentary set of personal finance publications. These valuable materials are designed to motivate, educate, and empower you to improve your financial lifestyle by providing an easy-to-use, systematic approach to personal financial management. They also identify the Essential Principles to Smart Personal Financial Management and the Common Financial Mistakes to Avoid.
Cristofer A. Cabanillas, AIF, CFP, Partner, Monterey Private Wealth | http://montereyprivatewealth.com/
Eric N. Holk, Certified Specialist in Estate Planning, Trust & Probate Law | http://www.trusts-etc.com/
Craig Henton, VP & Senior Trust Officer, Union Bank
Shary Farr, Life Planning Specialist, Partners For Transitions, LLC | http://www.partnersfortransitions.com/
Other guest speakers will be joining the distinguished panel of experts.
Event Website – Monterey Public Library http://www.monterey.org/library/
Partner Website: The Financial Awareness Foundation, a 501 (c) (3) non-profit http://home.thefinancialawarenessfoundation.org/
This event is sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee. Adults are invited to attend. Admission is free, and reservations are required. Sign up at the Help Desk or contact Sirie Thongchua at (831) 646-5632 or email firstname.lastname@example.org.
A Librarian's Guide to Pinterest
Saturday, May 6, 10:30 a.m.
Is your Pinterest board out of control? Get organized the way only a librarian can! Space is limited and signup is required. For more information and to sign up, please call (831) 646-3933.
Adult Craft Club
Sunday, May 7, 2:00 - 3:30 p.m.
We will be making an accordion-pleated album-style box with a vintage-look collaged cover. flower accent and a ribbon tie. This would make a perfect Mother's Day gift! As usual, supplies will be provided, but feel free to bring your own paper if you prefer.
Free. Space is limited and the class sometimes fills so please RSVP by registering through the events calendar on the Library website http://monterey.org/library/Events --go to event date [May 7] and click to register.
Share Kindness: Gratitude & Letter Writing
Saturday, May 13, 10 - 11:30 a.m.
Join together to write and share reflections on gratitude. After, write a letter to someone who has added meaning to your life. Gratitude prompts, note cards, pens, and US stamps provided. Free. Join at anytime. All ages program.
Researchers are finding that people who practice gratitude consistently report a host of benefits such as stronger immune systems and lower blood pressure; more joy, optimism, and happiness; acting with more generosity and compassion; and feeling less lonely and isolated. And, who doesn't enjoy receiving a personal note of care every now and then?
For additional information email email@example.com or call (831) 646-5603.
Thursday, June 8, 12:30 p.m.
Come learn about ebook basics! We'll cover what ebooks are and how to use free library ebooks from digital libraries. We'll talk about what devices you can use for ebooks and some of the best ways to get started. Afterward we'll answer questions and provide some one-on-one assistance. Presented by Library Technology Volunteer Steven Rubin. No reservations required. Need more info? Contact (831) 646-3933 or firstname.lastname@example.org