Office of Planned Giving to Host Two "Lunch & Learns" for the Month of April
The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. For the month of April there will be two classes held. Space is limited; please be sure to register for each seminar to ensure your seat. Lunch is provided!
Date: Tuesday, April 8th, 2014
Title: Special Needs Estate Planning
Time: Noon — 1:00 p.m
Location: Oakland Center, Gold Room C
Speaker: Frank Seyferth,
Attorney, Francis G. Seyferth & Associates
Session Overview:
Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Careful estate planning choices are necessary to coordinate all of the legal, financial, and special care needs of our loved ones – both now and in the future.
Topics to be covered:
The complexities of Special Needs Estate Planning.
Key elements necessary to coordinate current and future needs.
Title: Financial Planning 101; the Basics of Investment Planning
Time: Noon — 1:00 p.m
Location: Oakland Center, Oakland Room
Speaker: Jill Gleba, Gleba and Associates
Session Overview:
Come have lunch and learn about the basics of Investment Planning. We will cover fundamental investment concepts, types of investments, general investment strategies, and asset allocation.
There are no fees to attend either seminar, but registration is requested.
The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. For the month of April there will be two classes held.
Created by Donna McVay (mcvay2@oakland.edu) on Monday, March 17, 2014 Modified by Donna McVay (mcvay2@oakland.edu) on Wednesday, March 26, 2014 Article Start Date: Tuesday, March 18, 2014
