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Building Blocks to Successful Financial Planning Part 1: Getting Organized

Posted: Thursday, September 14, 2017

September 14, 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 Workshop Series Back by Popular Demand: A Special Gift to the community, in support of the Improving Financial Awareness & Financial Literacy Movement and October being National Estate Planning Month

Building Blocks to Successful Financial Planning Part 1: Getting Organized

October 4, 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 Workshop Part 1: Getting Organized, 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/
Bryce Hamilton, Partner & Co-Founder, Vestus Group Wealth Management | http://www.vestusgroup.com/
Liza Horvath, CTFA, AIF, President & CEO, Monterey Trust Management | http://www.montereytrust.com/
Kris Toscano, CPA, Partner, Hayashi Wayland | https://www.hw-cpa.com/

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 workshop 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.

Future workshop dates in October 2017:

Building Blocks to Successful Financial Planning Part 2: Essential Principles
October 11, 2017, Wednesday | 6 - 8 pm | Monterey Public Library Community Room

Building Blocks to Successful Estate Planning
October 18, 2017, Wednesday | 6 - 8 pm | Monterey Public Library Community Room

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