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Money Matters: Spring 2022

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Looking to get your affairs in order? This spring, we invite you to come back to school through Money Matters, a series of financial literacy workshops running from March 30 through May 11. We’re excited to offer the series both in person at the Orton Center and online. The sessions will take place every other Wednesday from 10:30 to 11:30 a.m.

Attendees will be able to register for events individually, or the whole series, using the link above. Admission is FREE.


WEDNESDAY, MARCH 30
10:30 - 11:30 a.m.

INVESTING 101

Presented by Alexander M. Saucedo and Haris Breining, U.S. Bank

We’re kicking things off with the basics! Are you looking to invest for your future but not sure how to get started? Attend this session to learn, or relearn, the fundamentals. A panel of financial professionals will explain the difference between a stock and a bond, how mutual funds work, and how to adjust a portfolio according to your goals, risk tolerance, and life stage.

WEDNESDAY, APRIL 13
10:30 - 11:30 a.m.

REAL ESTATE SOLUTIONS

Presented by Robert Birgen, Abridge Partners LLC

Do you own property that’s worth more now than when you acquired it? While the rise in value can be a boon if you’re selling, there may also be tax consequences. At the same time, CA Prop 19 has changed the rules for inherited real estate. In this session, you’ll learn some strategies for minimizing taxes and maximizing income. We’ll cover sample scenarios for vacation and rental homes (including the 1031 exchange and a tax-smart exit plan), inherited property, and an alternative to the reverse mortgage.

WEDNESDAY, MAY 11
Please note the time change to 12:00 p.m. - 1:00 p.m.

PLANNING TO RETIRE IN THREE TO FIVE YEARS

Presented by Kristian Forster, U.S. Bank and Michael Razzouk, KWB Wealth

In the first half of this session, we’ll cover factors to consider in determining your financial readiness for retirement. What is your ideal lifestyle? How much money will you need to sustain that? Are you prepared for the unexpected? The second half will focus on Social Security. A Social Security expert will provide an overview of filing options, when to consider starting benefits, and ways to maximize benefits based on your expectations.

WEDNESDAY, MAY 25
(FORMERLY SCHEDULED FOR WEDNESDAY, APRIL 27)
Please note time change to 12:00 p.m. - 1:00 p.m.

AVOIDING COMMON ESTATE PLANNING MISTAKES

Presented by Joanna Averett, Professional Fiduciary

Even with the best-laid plans, sometimes things don’t go the way we hope when they’re put into practice. An estate and trust administration professional will share lessons from her vast experience, pointing out pitfalls to avoid and tips to make it easier on your loved ones. This information may be helpful whether you’re setting up and updating your own plan or serving as an executor or trustee of someone else’s.

In offering this series, the University of Redlands is not endorsing any advisor or specific course of action but rather providing access to information so that its employees, alumni, and friends are better equipped to make their own decisions.