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Building Blocks to Successful Financial Planning Workshop

Posted: Friday, March 9, 2018

March 9, 2018
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 / thongchu@monterey.org
www.monterey.org/library
FOR IMMEDIATE RELEASE

Building Blocks to Successful Financial Planning
April 24, 2018, Tuesday | 6 - 8 pm | Monterey Public Library Community Room

Free Lecture / Panel Discussion / Nibbles and refreshments will be served.

The Building Blocks to Successful Financial Planning Workshop is back by popular demand: It is a Special Gift to the community, in support of the Improving Financial Awareness & Financial Literacy Movement and April being National Financial Literacy Month.
This 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. As an additional gift all attendees will receive a valuable set of personal finance publications that include new 2018 tax laws.

This workshop is sponsored by the Friends of the Library, Monterey Public Library Endowment Committee, the Communities Advancing the Arts Fund of the Community Foundation for Monterey County, and The Financial Awareness Foundation. 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.
Speakers –
Allison Barrientos, CPA, CFP, Partner, Integris Wealth Management | http://www.integriswealth.com/
Greg Finn, MBA, Trust Relationship Mrg., Fremont Bank Trust Dept. | https://www.fremontbank.com/
Kyle Krasa, Esquire, Certified Specialist in Estate Planning, Trust & Probate Law | http://krasalaw.com/
Travis H. Long, CPA, Travis H. Long CPA, Inc. | http://www.tlongcpa.com/
Kevin R. Mahoney, CFP, Partner, Integris Wealth Management | http://www.integriswealth.com/
Carmine Lepiane, CPA, Vanderbilt CPAs PC | http://vanderbiltcpa.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/

Future workshop date:
Building Blocks to Successful Estate and Gift Planning
May 1, 2018, Tuesday | 6 - 8 pm | Monterey Public Library Community Room

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