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  • June GM Meeting - Wealth Management

June GM Meeting - Wealth Management

  • 06/05/2018
  • 6:30 PM - 9:00 PM
  • PPWC Clubhouse, 901 Haverford Rd

Registration


Registration is closed

 Please join us at our General Meeting
on Tuesday, June 5th
,
6:30 - 9:00 PM at the Clubhouse

Enjoy social time with a light supper to follow.

Ater club announces are made, guest speaker Robert Toomire  
 (husband of PPWC member Nichelle Toomire),
a Certified Financial Planner with over 25 years of experience, 
will be doing a presentation on financial planning and 
will answer questions on wealth management. 
He will be providing collateral materials to support his presentation.  
As we want this to be a learning opportunity for all,
please submit your questions in advance  to Roberta Donohue at 
robertappwc@gmail.com.  

Some issues to consider: 

1.  Estate planning - what kind of professional should we seek?  Lawyer? Accountant? 

2.  Are we able to minimize the tax impact on our children?

3.  Reverse mortgages - should we consider? What are the pro's and con's.

4.  How can we better prepare ourselves to make beneficial economical decisions?

5.  Long-term care and Assisted Living Facilities.

6.  What pre-tax contributions are available to employees?

7.  Should I make "gifts" to my grandchildren?  Max is $15k?

8.  Living Trust or Will?  Describe circumstances.

9.  What if I've remarried?  Beneficiaries? Pre-Nup enforcement?

Hospitality for this event is assigned to women with last names A-H. 
Please bring two beverages (bottle of wine, sparkling water or other nonalcoholic beverage you would serve in your own home).

Call Roberta to RSVP - 310-454-9012

“Friendship, Fun and Philanthropy”


Copyright 2014 Pacific Palisades Woman's Club.
P.O. Box 292, Pacific Palisades, CA 90272
(310) 454-9012

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