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Published on Friday, March 31, 2017

The Building Blocks to Successful Financial Planning

Wednesday, April 19, 6-8:00 p.m.

March 31, 2017
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 / thongchu@monterey.org
www.monterey.org/library
FOR IMMEDIATE RELEASE

The Building Blocks to Successful Financial Planning: A Special Gift to the community, in support of the Improving Financial Awareness & Financial Literacy Movement and April being National Financial Literacy Month
April 19, 2017, Wednesday | 6 - 8 pm | Monterey Public Library Community Room
Free Lecture / Panel Discussion/ Nibbles and refreshments will be served.

Event Overview –
The Building Blocks to Successful Financial Planning: A Special Gift to the Community

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.

This enlightening program will be presented by a panel of experts who are experienced financial service and legal professionals and is designed to motivate, educate, and empower you to improve your future financial lifestyle by providing an easy-to-use, systematic approach to personal financial management. It will identify the essential principals for smart personal financial management and common financial mistakes to avoid.

These powerful tools of empowerment will help you to make better informed and productive decisions about your money, save you time and money working with your financial advisors, and give you the best possibilities to reach and maintain your personal and family financial dreams, while you advance your legacy. As an additional gift all attendees will receive a valuable set of personal finance publications.

Speakers -
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/
Rina Tringali, CPA, CFE | http://www.rinacpa.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. Call (831) 646-5632 or email thongchu@monterey.org. The Monterey Public Library is located at 625 Pacific Street, Monterey.

Photos of Cristofer Cabanillas and Eric Holk enclosed.

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