Free “It’s Your Estate!” Course Helps People Stay in Control of Their Estate
Guest speakers will discuss estate planning topics in weekly class moderated by veteran financial advisor.
LA HABRA, California—August 23, 2018—Eclectic Associates’ Carl Lachman, a veteran financial advisor, has joined with area attorneys and tax professionals to offer a free course on estate planning.
“It’s Your Estate!” is an eight-week-long course that will meet Tuesday afternoons, Sept. 4 to Oct. 23, at the La Habra Community Center.
Speakers will present on a different topic each week. Topics will include estate planning basics, the new tax law, planning for incapacity, living trusts, charitable income and tax planning, retirement account planning, the role of the trustee and executor, and case studies.
Carl Lachman said the guest speakers will be estate planning attorneys and tax planners. The information they present will be for educational purposes only.
“We don’t sell anything at these courses,” he said. “Our only goal is to educate the community so they can better manage their estate both for themselves and for their heirs.”
Lachman will serve as moderator. He is a CERTIFIED FINANCIAL PLANNER™ professional and the vice president of Eclectic Associates, a fee-only Registered Investment Advisory Firm in Fullerton. He has helped moderate “It’s Your Estate!” classes since 2011.
“I have found this to be one of the most rewarding experiences,” Lachman said. “I get to see the direct impact these courses have on the community—and it’s quite gratifying.”
The course is sponsored by the La Habra Community Center and the Financial & Estate Literacy Organization.
Classes will meet from 2 to 3:30 p.m. Tuesdays at La Habra Community Center, 101 W. La Habra Blvd.
Snacks and educational handouts will be provided.
To register, call 562-383-4200. To learn more about the “It’s Your Estate!” program, visit itsyourmoneyandestate.org.