Finance 102, presented by the Walnut Creek Library Foundation, is a series of three free workshops facilitated by local financial and legal experts and designed to provide information on financial planning for the long-term. Experts will discuss cybersecurity and the FBI; trust and estate planning; and investing in unprecedented times. Q&A will follow each presentation.
The workshops will be held from 7:00–8:30 pm via Zoom on three consecutive Thursdays in September: 16th, 23rd, and 30th. Individuals can sign up for any one or more of the workshops. Attendees must register online to reserve a place at https://www.wclibrary.org/finance/ or by phone at 925.935.5395.
September 16, 2021:
Cybersecurity and Partnering with the FBI
Presenter: Enrique M. Alvarez, Supervisory Special Agent, FBI San Francisco’s Cyber Branch
Supervisory Special Agent Enrique Alvarez of FBI San Francisco’s Cyber Branch will give a presentation on cybersecurity and how the FBI investigates cybercrime. Alvarez will provide an overview of how malicious cyber actors perpetrate cybercrime and how they are organized. He will conclude by describing best practices for protecting yourself from being victimized by computer intrusion.
September 23, 2021:
Trust and Estate Planning in Today’s Environment
Presenter: Joan Grimes, Attorney, Law Office of Joan Grimes
Join Joan Grimes, local Walnut Creek attorney, for a review of estate planning fundamentals and learn what’s new in estate planning for 2021. Learn about Proposition 19 and how it may affect your estate plan. And join in a discussion of proposed changes to the tax code as they relate to your estate plan.
September 30, 2021:
Investing During Uncertain Times
Presenter: Annalise Morris, Wealth Management Advisor, Merrill Lynch
Join Annalise Morris, wealth management advisor with Merrill Lynch, as she guides participants through investing in these unprecedented times. Learn to focus on wealth accumulation and long-term goals and to manage your assets through diversification. Morris will also review different strategies available to you in this changing environment.
Finance 102 is produced by the Walnut Creek Library Foundation. Thank you to our sponsors, without whom this event would not be possible. Masterpiece Sponsor: Kathy and Jerry Hicks; and Print Sponsors: East Bay Times and Minuteman Press Lafayette. For more information about this and other Walnut Creek Library Foundation programs, please visit www.wclibrary.org or call 925.935.5395.
By Susan Moon, Walnut Creek Library Foundation