The Building Blocks to Successful Estate Planning

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 Estate Planning
A Special Gift to our community, in support of the Improving Financial Awareness & Financial Literacy Movement and October being National Estate Planning Month
Lecture / Panel Discussion / Nibbles and refreshments will be served.
October 18, 2017, Tuesday | 6 - 8 pm | Monterey Public Library, Community Room
Event Overview –
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.

Speakers -
Laura A. Davis, Esq., Law Offices of Laura A. Davis |
Liza Horvath, CTFA, AIF, President & CEO, Monterey Trust Management |
Kevin R. Mahoney, CFP, Partner, Integris Wealth Management |
Kris Toscano, CPA, Partner, Hayashi Wayland |

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.


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