AAII-Silicon Valley Workshop: Estate Planning

This is the eighth and last in a series of financial planning workshops covering investing, retirement planning, Social Security claiming strategies and estate planning. This session will focus on the practical aspects of estate planning. These workshops assume no prior knowledge and are suitable for people in all stages of life.

YOU WILL LEARN:

1. About your critical documents: will, trust, advance directive, power of attorney, etc.

2. Practical considerations for an executor or trustee

3. How to deal with your digital legacy: email, social media, photo files, etc.

Presenter: Fred Smith, Registered Investment Adviser

Fred Smith is a long-term board member of the Silicon Valley Chapter of AAII. He retired in 2006 from the semiconductor industry, where he held various engineering and management positions. Fred is currently a registered investment adviser with a financial planning practice in Los Gatos.

EVENT DETAILS

When: Monday, May 23rd, 2016 from 7:00 PM to 9:00 PM (PST)

Where: Los Alto Library, 13 S. San Antonio Road, Los Altos, CA 94022 Map: http://tinyurl.com/h6lcwaj

More information about AAII-Silicon Valley can be found at: http://www.siliconvalleyaaii.org/ and at https://www.facebook.com/sv.aaii/

AAII-SV can be contacted at: mailto:aaiichapter_siliconvalley@yahoo.com

General information about AAII can be found at: http://www.aaii.com/

AAII Silicon Valley is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.