Building Blocks to Successful Financial Planning Part 2: Essential Principles

Posted: Thursday, September 14, 2017

September 14, 2017
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 /

The Building Blocks to Successful Financial Planning Workshop Series: 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 Workshop Part 2: Essential Principles

October 11, 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 2: Essential Principles, 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 -
Liza Horvath, CTFA, AIF, President & CEO, Monterey Trust Management |
Julie King, Esq., Pierce King Law, Professional Law Corp. |
Kevin R. Mahoney, CFP, Partner, Integris Wealth Management |
Kris Toscano, CPA, Partner, Hayashi Wayland |
Mark Williams, Managing Partner & Co-Founder, Vestus Group Wealth Management |

Event Website – Monterey Public Library
Partner Website: The Financial Awareness Foundation, a 501 (c) (3) non-profit

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 The Monterey Public Library is located at 625 Pacific Street, Monterey.

Future workshop date in October 2017:

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


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