People Spend Thousands on Financial Consulting. These Workshops Are Offering It For Free

UCR’s Money Matters Series to teach financial wellness to the public, April 26- May 31

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Free classes at UCR Extension will feature professional presenters from the legal, accounting, and financial planning fields.

UCR Osher and UCR Office of Gift Planning have teamed up to sponsor a series of workshops featuring professional presenters from the legal, accounting, and financial planning fields. The classes, which are free and open to the public, will be offered on Thursdays from 5 to 7 p.m. at UCR Extension Center, 1200 University Ave.

To enroll, please call (951) 827-4105, and reference the section number(s) from the courses offered below. Parking permits will be issued the day of class.

2018 Classes as follows:

  • Doing Well by Doing Good: Charitable Gift Planning Techniques
  • Thursday, April 26
  •  5-7 p.m.
  • Charitable trusts and charitable gift annuities can be powerful tools in boosting your retirement income, taking care of your loved ones, and creating a legacy at your favorite charities. Learn how you can lock in a secure income stream, increase your earnings from your CD or rental home, and save on taxes.
  • Presenters: Michelle Herting, certified public accountant and series chair, provides a boutique service combining tax planning and trustee work with litigation and attorney support. With more than 30 years of experience, Michelle has worked with high net worth individuals to insure that her clients’ financial needs are met during and after their lifetimes. Jef Janosko, is senior director of Development for Gift Planning at UCR. In this role, he works with individuals and families to meet both their family financial goals and their charitable goals.
  • Section: 174-CCS-300

 

  • Business Succession Planning
  • Thursday, May 3
  • 5-7 p.m.
  • Create and preserve value by carefully planning your business succession. Learn how to exit your business on your own terms while getting the most value out of it in the process. This is vital information for business owners, as well as family members and advisers.
  • Presenters: Teresa Rhyne, juris doctor, authored the No. 1 New York Times bestseller, “The Dog Lived (and So Will I)” and its sequel, “The Dogs Were Rescued (and So Was I).” She is the principal lawyer at the Teresa Rhyne Law Group, practicing exclusively in estate planning and trust administration. Teri Parker, certified financial planner, is vice president and financial adviser at CAPTRUST in Riverside. She is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners. She is president-elect of the Estate Planning Council in Riverside County.
  • Section: 174-CCS-301

 

  • Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You
  • Thursday, May 17
  • 5-7 p.m.
  • Congress has passed the most significant tax reform in three decades. There are many changes in the new bill, which was signed into law on Dec. 22, 2017. Attend this high-level overview of some of the most significant items. Because major tax reform like this happens so seldomly, it may be worthwhile to ensure you reap the most tax savings possible during 2018.
  • Presenters: Michelle Herting, certified public accountant and series chair, provides a boutique service combining tax planning and trustee work with litigation and attorney support. With more than 30 years of experience, Michelle has worked with high-net-worth individuals to ensure that her clients’ financial needs are met during and after their lifetimes. Alicia Orejel, certified public accountant, MBA, is an owner of Christenson Orejel Associates, an audit, tax, accounting, and business advisory service firm in Riverside. She is also adjunct professor of tax at CSU San Bernardino.
  • Section: 174-CCS-302

 

  • Shell Game: Estate Planning From the Rich & Famous
  • Thursday, May 24
  • 5-7 p.m.
  • Have you ever wondered about the tax loopholes that benefit the super-rich? Did you know that some of them might be available to you, too? Looking at tax returns, court cases, and estate plans of the rich and famous, the presenter will show how “ordinary people” can take advantage of these legal tactics.
  • Presenter: Michelle Herting, certified public accountant and series chair, provides a boutique service combining tax planning and trustee work with litigation and attorney support. With more than 30 years of experience, Michelle has worked with high-net-worth individuals to ensure that her clients’ financial needs are met during and after their lifetimes.
  • Section: 174-CCS-303

 

  • Long-Term Care Planning
  • Thursday, May 31
  • 5 to 7 p.m.
  • People mistakenly believe that the costs of long-term care are covered by Medicare. Without a plan, such costs can quickly drain a person’s finances. Learn how to plan for the possibility of long-term care, how to select quality caregiving services, and options to help pay for this care.
  • Presenters: Beth Cooper, chartered life underwriter, chartered financial consultant, is an expert in life and health insurance working with clients in closely held businesses. Beth holds the Chartered Financial Consultant designation. Shelly Kapfhammer is a long-term care specialist at the Tax & Financial Group in Newport Beach. She provides training and education to financial advisers, life insurance professionals, property and casualty agents, certified public accountants, and attorneys.
  • Section: 174-CCS-304

 

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