Building Blocks to Successful Estate Planning Workshop
Wednesday, October 18, 6-8:00 p.m.
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
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.
Laura A. Davis, Esq., Estate Planning Attorney | http://www.lauradavislawoffices.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/
This workshop takes place in the Community Room. It 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. Sign up at the Help Desk, or contact Sirie Thongchua at (831) 646-5632 or firstname.lastname@example.org.
Saturday Matinee: Loving
Saturday, October 21, 2:00 - 5:00 p.m.
Monterey Public Library's SATURDAY MATINEE on Saturday, October 21, 2:00 p.m. is the Oscar-nominated film Loving that tells the story of Richard and Mildred Loving, a couple whose arrest for interracial marriage in 1960s Virginia began a legal battle that would end with the Supreme Court's historic 1967 decision, Loving vs. Virginia. Rated PG-13. The film will be followed by a discussion. Refreshments provided. Admission is free.
Monday, October 30, 6:30 p.m.
Read The Last Painting of Sara de Vos by Dominic Smith and come join the lively, congenial discussion facilitated by library staff. Free. For adults. For more information call (831) 646-3933.
Robert Louis Stevenson "Unbirthday"
Saturday, November 4, 1 p.m.
Join us for the annual Robert Louis Stevenson "Unbirthday". Actor & playwright Keith Decker will give a reading from Stevenson's Travels with a Donkey. For adults. Reservations required. Email email@example.com.
The Literary Circle
Monday, November 27, 6:30 p.m.
Read Nutshell by Ian McEwan and come prepared to participate in lively, congenial discussion facilitated by library staff. Newcomers always welcome. For adults. Free.