"Ask the Experts" Estate Planning Seminar
Date and time
Location
Parma Payne Goodall Alumni Center
5250 55th Street San Diego, CA 92115Description
Join us for a morning with the experts. This FREE seminar will feature a panel discussion on the different aspects of estate planning and will allow for plenty of time for specific questions from our audience.
Topics will include long-term care; quality of life housing options; real estate; important estate planning documents; qualification for government benefits; and much more.
Each of our panelists have years of experience working with individuals and families throughout San Diego.
Featuring:
Yvonne Amrine, Elder Law Attorney
Amy Burfitt, Eldercare Consultant
Valerie Upham, Realtor, SRES
Organized by
Donors who arrange to benefit San Diego State University through planned gifts provide transformational support enabling the university to fulfill its obligations to future generations. Their vision, dedication and generosity ensure continuing excellence in education, research and service. Planned gifts are primarily those that create endowments and provide support in perpetuity, help shape the university by creating and sustaining critical academic programs. Such legacy gifts can be through ones estate in the form of a bequest, beneficiary designations of a retirement account or insurance policy, or residual beneficiary of a trust or gift annuity.
For more information on how you can leave your legacy at SDSU, visit our website plannedgiving.sdsu.edu