Oakland University
Monday, March 17, 2014

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.

RSVP by:    Thursday, April 3rd

REGISTER NOW   For Tuesday, April 8th

Date:        Tuesday, April 29th, 2014

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.

Topics to be covered:
  • Fundamental investment concepts.
  • General investment strategies.

RSVP by:    Wednesday, April 23rd

REGISTER NOW   for Tuesday, April 29th

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